See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $495,293 | $142,344+248.0% | $119,609+314.1% | $134,475+268.3% |
| Participation rate | 70.8% | 82.8%-12.0pp | 79.3%-8.4pp | 81.2%-10.4pp |
| Annual return | -14.78% | -12.44%-2.3pp | -14.97%+0.2pp | 417.96%-432.7pp |
| Employer contribution / active EE | $4,511 | $5,222-13.6% | $4,232+6.6% | $4,740-4.8% |
| Participant deferral / active EE | $9,093 | $6,469+40.6% | $5,602+62.3% | $6,400+42.1% |
| Admin fee / account holder | $2,798 | $13,584-79.4% | $10,323-72.9% | $11,426-75.5% |