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 | $266,424 | $82,664+222.3% | $125,339+112.6% | $68,494+289.0% |
| Participation rate | 95.1% | 75.0%+20.1pp | 82.4%+12.8pp | 67.9%+27.2pp |
| Annual return | -16.10% | -5.97%-10.1pp | 572.05%-588.2pp | -7.84%-8.3pp |
| Employer contribution / active EE | $5,781 | $3,381+71.0% | $4,814+20.1% | $2,596+122.7% |
| Participant deferral / active EE | $7,983 | $6,110+30.6% | $7,446+7.2% | $4,027+98.2% |
| Admin fee / account holder | $58,841 | $6,275+837.6% | $10,010+487.9% | $5,403+989.1% |