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 6-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 | $319,824 | $82,664+286.9% | $125,339+155.2% | $68,494+366.9% |
| Participation rate | 88.2% | 75.0%+13.2pp | 82.4%+5.9pp | 67.9%+20.3pp |
| Annual return | -17.88% | -5.97%-11.9pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $13,084 | $3,381+287.0% | $4,814+171.8% | $2,596+403.9% |
| Participant deferral / active EE | $13,349 | $6,110+118.5% | $7,446+79.3% | $4,027+231.5% |
| Admin fee / account holder | $4,182 | $6,275-33.4% | $10,010-58.2% | $5,403-22.6% |