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 | $311,327 | $82,664+276.6% | $125,339+148.4% | $68,494+354.5% |
| Participation rate | 89.4% | 75.0%+14.4pp | 82.4%+7.0pp | 67.9%+21.5pp |
| Annual return | -11.92% | -5.97%-5.9pp | 572.05%-584.0pp | -7.84%-4.1pp |
| Employer contribution / active EE | $14,718 | $3,381+335.3% | $4,814+205.8% | $2,596+466.9% |
| Participant deferral / active EE | $11,870 | $6,110+94.3% | $7,446+59.4% | $4,027+194.8% |
| Admin fee / account holder | $7,910 | $6,275+26.0% | $10,010-21.0% | $5,403+46.4% |