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 | $271,583 | $53,162+410.9% | $91,220+197.7% | $68,494+296.5% |
| Participation rate | 89.8% | 63.2%+26.6pp | 73.2%+16.6pp | 67.9%+21.9pp |
| Annual return | -17.70% | -3.14%-14.6pp | 114.01%-131.7pp | -7.84%-9.9pp |
| Employer contribution / active EE | $8,860 | $1,709+418.3% | $2,850+210.9% | $2,596+241.3% |
| Participant deferral / active EE | $5,320 | $2,974+78.9% | $4,234+25.7% | $4,027+32.1% |
| Admin fee / account holder | $18,118 | $4,493+303.2% | $5,420+234.3% | $5,403+235.3% |