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 | $254,820 | $82,664+208.3% | $125,339+103.3% | $68,494+272.0% |
| Participation rate | 90.9% | 75.0%+15.9pp | 82.4%+8.5pp | 67.9%+23.0pp |
| Annual return | -16.86% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $12,914 | $3,381+282.0% | $4,814+168.3% | $2,596+397.4% |
| Participant deferral / active EE | $11,171 | $6,110+82.8% | $7,446+50.0% | $4,027+177.4% |
| Admin fee / account holder | $10,179 | $6,275+62.2% | $10,010+1.7% | $5,403+88.4% |