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 | $303,046 | $69,010+339.1% | $159,960+89.5% | $68,494+342.4% |
| Participation rate | 90.4% | 65.4%+25.0pp | 78.0%+12.4pp | 67.9%+22.5pp |
| Annual return | -18.85% | -9.65%-9.2pp | 408.60%-427.5pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,623 | $2,213-26.7% | $4,226-61.6% | $2,596-37.5% |
| Participant deferral / active EE | $11,775 | $4,212+179.6% | $6,182+90.5% | $4,027+192.4% |
| Admin fee / account holder | $24,200 | $4,798+404.4% | $8,698+178.2% | $5,403+347.9% |