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 | $286,168 | $82,664+246.2% | $125,339+128.3% | $68,494+317.8% |
| Participation rate | 71.4% | 75.0%-3.6pp | 82.4%-10.9pp | 67.9%+3.5pp |
| Annual return | -18.27% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $10,616 | $3,381+214.0% | $4,814+120.5% | $2,596+308.9% |
| Participant deferral / active EE | $10,128 | $6,110+65.8% | $7,446+36.0% | $4,027+151.5% |
| Admin fee / account holder | $22,589 | $6,275+260.0% | $10,010+125.7% | $5,403+318.1% |