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 | $261,813 | $82,664+216.7% | $125,339+108.9% | $68,494+282.2% |
| Participation rate | 95.3% | 75.0%+20.3pp | 82.4%+13.0pp | 67.9%+27.5pp |
| Annual return | -15.71% | -5.97%-9.7pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $5,971 | $3,381+76.6% | $4,814+24.1% | $2,596+130.0% |
| Participant deferral / active EE | $8,291 | $6,110+35.7% | $7,446+11.3% | $4,027+105.9% |
| Admin fee / account holder | $25,875 | $6,275+312.3% | $10,010+158.5% | $5,403+378.9% |