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 | $263,080 | $82,664+218.3% | $125,339+109.9% | $68,494+284.1% |
| Participation rate | 79.5% | 75.0%+4.4pp | 82.4%-2.9pp | 67.9%+11.6pp |
| Annual return | -17.33% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $4,255 | $3,381+25.8% | $4,814-11.6% | $2,596+63.9% |
| Participant deferral / active EE | $9,301 | $6,110+52.2% | $7,446+24.9% | $4,027+131.0% |
| Admin fee / account holder | $43,654 | $6,275+595.6% | $10,010+336.1% | $5,403+708.0% |