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 | $783,903 | $142,344+450.7% | $119,609+555.4% | $134,475+482.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.12% | -12.44%-5.7pp | -14.97%-3.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,099 | $5,222-59.8% | $4,232-50.4% | $4,740-55.7% |
| Participant deferral / active EE | $6,040 | $6,469-6.6% | $5,602+7.8% | $6,400-5.6% |
| Admin fee / account holder | $43,794 | $13,584+222.4% | $10,323+324.2% | $11,426+283.3% |