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 | $583,012 | $82,664+605.3% | $125,339+365.1% | $68,494+751.2% |
| Participation rate | 97.9% | 75.0%+22.9pp | 82.4%+15.5pp | 67.9%+30.0pp |
| Annual return | -13.05% | -5.97%-7.1pp | 572.05%-585.1pp | -7.84%-5.2pp |
| Employer contribution / active EE | $11,244 | $3,381+232.5% | $4,814+133.6% | $2,596+333.1% |
| Participant deferral / active EE | $12,208 | $6,110+99.8% | $7,446+63.9% | $4,027+203.1% |
| Admin fee / account holder | $58,569 | $6,275+833.3% | $10,010+485.1% | $5,403+984.1% |