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 | $309,725 | $82,664+274.7% | $125,339+147.1% | $68,494+352.2% |
| Participation rate | 73.3% | 75.0%-1.7pp | 82.4%-9.0pp | 67.9%+5.4pp |
| Annual return | -17.84% | -5.97%-11.9pp | 572.05%-589.9pp | -7.84%-10.0pp |
| Employer contribution / active EE | $3,837 | $3,381+13.5% | $4,814-20.3% | $2,596+47.8% |
| Participant deferral / active EE | $9,828 | $6,110+60.8% | $7,446+32.0% | $4,027+144.0% |
| Admin fee / account holder | $33,225 | $6,275+429.5% | $10,010+231.9% | $5,403+515.0% |