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 | $280,529 | $82,664+239.4% | $125,339+123.8% | $68,494+309.6% |
| Participation rate | 74.4% | 75.0%-0.7pp | 82.4%-8.0pp | 67.9%+6.5pp |
| Annual return | -9.04% | -5.97%-3.1pp | 572.05%-581.1pp | -7.84%-1.2pp |
| Employer contribution / active EE | $0 | $3,381-100.0% | $4,814-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $12,551 | $6,110+105.4% | $7,446+68.6% | $4,027+211.7% |
| Admin fee / account holder | $45,980 | $6,275+632.7% | $10,010+359.4% | $5,403+751.1% |