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 | $315,579 | $82,664+281.8% | $125,339+151.8% | $68,494+360.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.57% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $4,714 | $3,381+39.4% | $4,814-2.1% | $2,596+81.5% |
| Participant deferral / active EE | $9,901 | $6,110+62.0% | $7,446+33.0% | $4,027+145.9% |
| Admin fee / account holder | $57,731 | $6,275+820.0% | $10,010+476.8% | $5,403+968.6% |