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 | $341,306 | $54,350+528.0% | $82,719+312.6% | $68,494+398.3% |
| Participation rate | 85.7% | 63.9%+21.8pp | 72.6%+13.2pp | 67.9%+17.8pp |
| Annual return | -9.54% | -13.67%+4.1pp | 701.18%-710.7pp | -7.84%-1.7pp |
| Employer contribution / active EE | $4,445 | $2,218+100.4% | $3,009+47.7% | $2,596+71.2% |
| Participant deferral / active EE | $8,381 | $3,246+158.2% | $4,395+90.7% | $4,027+108.1% |
| Admin fee / account holder | $19,437 | $4,395+342.2% | $5,329+264.7% | $5,403+259.8% |