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 | $286,135 | $82,664+246.1% | $125,339+128.3% | $68,494+317.8% |
| Participation rate | 98.4% | 75.0%+23.4pp | 82.4%+16.1pp | 67.9%+30.5pp |
| Annual return | -18.23% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $28,155 | $3,381+732.7% | $4,814+484.9% | $2,596+984.4% |
| Participant deferral / active EE | $16,444 | $6,110+169.1% | $7,446+120.8% | $4,027+308.3% |
| Admin fee / account holder | $11,984 | $6,275+91.0% | $10,010+19.7% | $5,403+121.8% |