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 | $357,950 | $69,010+418.7% | $159,960+123.8% | $68,494+422.6% |
| Participation rate | 98.2% | 65.4%+32.8pp | 78.0%+20.2pp | 67.9%+30.3pp |
| Annual return | -17.53% | -9.65%-7.9pp | 408.60%-426.1pp | -7.84%-9.7pp |
| Employer contribution / active EE | $7,938 | $2,213+258.6% | $4,226+87.8% | $2,596+205.7% |
| Participant deferral / active EE | $13,219 | $4,212+213.8% | $6,182+113.8% | $4,027+228.2% |
| Admin fee / account holder | $7,242 | $4,798+50.9% | $8,698-16.7% | $5,403+34.0% |