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 | $346,155 | $82,664+318.8% | $125,339+176.2% | $68,494+405.4% |
| Participation rate | 92.7% | 75.0%+17.7pp | 82.4%+10.4pp | 67.9%+24.8pp |
| Annual return | -14.46% | -5.97%-8.5pp | 572.05%-586.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $7,362 | $3,381+117.7% | $4,814+52.9% | $2,596+183.5% |
| Participant deferral / active EE | $11,579 | $6,110+89.5% | $7,446+55.5% | $4,027+187.5% |
| Admin fee / account holder | $23,344 | $6,275+272.0% | $10,010+133.2% | $5,403+332.1% |