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 | $410,519 | $82,664+396.6% | $125,339+227.5% | $68,494+499.3% |
| Participation rate | 92.5% | 75.0%+17.5pp | 82.4%+10.1pp | 67.9%+24.6pp |
| Annual return | -17.23% | -5.97%-11.3pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $8,292 | $3,381+145.2% | $4,814+72.3% | $2,596+219.4% |
| Participant deferral / active EE | $12,925 | $6,110+111.5% | $7,446+73.6% | $4,027+220.9% |
| Admin fee / account holder | $6,484 | $6,275+3.3% | $10,010-35.2% | $5,403+20.0% |