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 | $269,386 | $69,010+290.4% | $159,960+68.4% | $68,494+293.3% |
| Participation rate | 97.5% | 65.4%+32.1pp | 78.0%+19.5pp | 67.9%+29.6pp |
| Annual return | -15.76% | -9.65%-6.1pp | 408.60%-424.4pp | -7.84%-7.9pp |
| Employer contribution / active EE | $12,353 | $2,213+458.1% | $4,226+192.3% | $2,596+375.8% |
| Participant deferral / active EE | $11,964 | $4,212+184.1% | $6,182+93.5% | $4,027+197.1% |
| Admin fee / account holder | $44,657 | $4,798+830.7% | $8,698+413.4% | $5,403+726.6% |