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 | $396,344 | $82,664+379.5% | $125,339+216.2% | $68,494+478.7% |
| Participation rate | 82.2% | 75.0%+7.2pp | 82.4%-0.1pp | 67.9%+14.3pp |
| Annual return | -17.18% | -5.97%-11.2pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $11,254 | $3,381+232.9% | $4,814+133.8% | $2,596+333.5% |
| Participant deferral / active EE | $12,306 | $6,110+101.4% | $7,446+65.3% | $4,027+205.6% |
| Admin fee / account holder | $70,832 | $6,275+1028.7% | $10,010+607.6% | $5,403+1211.0% |