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 | $471,612 | $142,344+231.3% | $119,609+294.3% | $134,475+250.7% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -8.83% | -12.44%+3.6pp | -14.97%+6.1pp | 417.96%-426.8pp |
| Employer contribution / active EE | $5,270 | $5,222+0.9% | $4,232+24.5% | $4,740+11.2% |
| Participant deferral / active EE | $4,185 | $6,469-35.3% | $5,602-25.3% | $6,400-34.6% |
| Admin fee / account holder | $6,432 | $13,584-52.6% | $10,323-37.7% | $11,426-43.7% |