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 | $327,913 | $82,664+296.7% | $125,339+161.6% | $68,494+378.7% |
| Participation rate | 95.0% | 75.0%+20.0pp | 82.4%+12.6pp | 67.9%+27.1pp |
| Annual return | -13.69% | -5.97%-7.7pp | 572.05%-585.7pp | -7.84%-5.8pp |
| Employer contribution / active EE | $3,158 | $3,381-6.6% | $4,814-34.4% | $2,596+21.7% |
| Participant deferral / active EE | $13,859 | $6,110+126.8% | $7,446+86.1% | $4,027+244.1% |
| Admin fee / account holder | $12,986 | $6,275+106.9% | $10,010+29.7% | $5,403+140.4% |