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 | $470,631 | $95,193+394.4% | $76,523+515.0% | $135,375+247.6% |
| Participation rate | 85.7% | 74.4%+11.3pp | 68.0%+17.7pp | 82.6%+3.1pp |
| Annual return | -4.57% | 4.85%-9.4pp | -0.27%-4.3pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,854 | $3,302-43.9% | $2,647-30.0% | $4,779-61.2% |
| Participant deferral / active EE | $3,137 | $4,639-32.4% | $3,835-18.2% | $5,609-44.1% |
| Admin fee / account holder | $19,582 | $6,249+213.4% | $4,848+303.9% | $10,827+80.9% |