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 | $271,127 | $82,664+228.0% | $125,339+116.3% | $68,494+295.8% |
| Participation rate | 84.6% | 75.0%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -13.77% | -5.97%-7.8pp | 572.05%-585.8pp | -7.84%-5.9pp |
| Employer contribution / active EE | $8,214 | $3,381+142.9% | $4,814+70.6% | $2,596+216.4% |
| Participant deferral / active EE | $11,413 | $6,110+86.8% | $7,446+53.3% | $4,027+183.4% |
| Admin fee / account holder | $533 | $6,275-91.5% | $10,010-94.7% | $5,403-90.1% |