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 | $255,761 | $142,344+79.7% | $119,609+113.8% | $134,475+90.2% |
| Participation rate | 91.7% | 82.8%+8.9pp | 79.3%+12.4pp | 81.2%+10.4pp |
| Annual return | -18.37% | -12.44%-5.9pp | -14.97%-3.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $4,710 | $5,222-9.8% | $4,232+11.3% | $4,740-0.6% |
| Participant deferral / active EE | $10,018 | $6,469+54.8% | $5,602+78.8% | $6,400+56.5% |
| Admin fee / account holder | $1,079 | $13,584-92.1% | $10,323-89.5% | $11,426-90.6% |