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 | $583,257 | $82,664+605.6% | $125,339+365.3% | $68,494+751.5% |
| Participation rate | 93.8% | 75.0%+18.7pp | 82.4%+11.4pp | 67.9%+25.9pp |
| Annual return | -18.41% | -5.97%-12.4pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $15,302 | $3,381+352.6% | $4,814+217.9% | $2,596+489.4% |
| Participant deferral / active EE | $13,196 | $6,110+116.0% | $7,446+77.2% | $4,027+227.7% |
| Admin fee / account holder | $37,325 | $6,275+494.8% | $10,010+272.9% | $5,403+590.9% |