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 | $321,372 | $82,664+288.8% | $125,339+156.4% | $68,494+369.2% |
| Participation rate | 92.9% | 75.0%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -14.99% | -5.97%-9.0pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $4,378 | $3,381+29.5% | $4,814-9.0% | $2,596+68.6% |
| Participant deferral / active EE | $7,255 | $6,110+18.7% | $7,446-2.6% | $4,027+80.1% |
| Admin fee / account holder | $43,036 | $6,275+585.8% | $10,010+330.0% | $5,403+696.6% |