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 | $261,719 | $82,664+216.6% | $125,339+108.8% | $68,494+282.1% |
| Participation rate | 92.0% | 75.0%+17.0pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -17.72% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,904 | $3,381-14.1% | $4,814-39.7% | $2,596+11.9% |
| Participant deferral / active EE | $10,857 | $6,110+77.7% | $7,446+45.8% | $4,027+169.6% |
| Admin fee / account holder | $31,864 | $6,275+407.8% | $10,010+218.3% | $5,403+489.8% |