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 | $270,582 | $82,664+227.3% | $125,339+115.9% | $68,494+295.0% |
| Participation rate | 96.4% | 75.0%+21.4pp | 82.4%+14.1pp | 67.9%+28.5pp |
| Annual return | -8.49% | -5.97%-2.5pp | 572.05%-580.5pp | -7.84%-0.6pp |
| Employer contribution / active EE | $17,305 | $3,381+411.8% | $4,814+259.5% | $2,596+566.5% |
| Participant deferral / active EE | $14,035 | $6,110+129.7% | $7,446+88.5% | $4,027+248.5% |
| Admin fee / account holder | $15,715 | $6,275+150.4% | $10,010+57.0% | $5,403+190.9% |