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 | $354,940 | $82,664+329.4% | $125,339+183.2% | $68,494+418.2% |
| Participation rate | 97.8% | 75.0%+22.8pp | 82.4%+15.5pp | 67.9%+29.9pp |
| Annual return | -15.80% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $19,581 | $3,381+479.1% | $4,814+306.8% | $2,596+654.2% |
| Participant deferral / active EE | $11,288 | $6,110+84.7% | $7,446+51.6% | $4,027+180.3% |
| Admin fee / account holder | $68,886 | $6,275+997.7% | $10,010+588.2% | $5,403+1175.0% |