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 | $374,125 | $82,664+352.6% | $125,339+198.5% | $68,494+446.2% |
| Participation rate | 81.5% | 75.0%+6.4pp | 82.4%-0.9pp | 67.9%+13.6pp |
| Annual return | -12.84% | -5.97%-6.9pp | 572.05%-584.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $2,873 | $3,381-15.0% | $4,814-40.3% | $2,596+10.7% |
| Participant deferral / active EE | $8,327 | $6,110+36.3% | $7,446+11.8% | $4,027+106.8% |
| Admin fee / account holder | $69,370 | $6,275+1005.4% | $10,010+593.0% | $5,403+1184.0% |