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 | $260,439 | $82,664+215.1% | $125,339+107.8% | $68,494+280.2% |
| Participation rate | 98.5% | 75.0%+23.5pp | 82.4%+16.1pp | 67.9%+30.6pp |
| Annual return | -17.09% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $9,419 | $3,381+178.6% | $4,814+95.7% | $2,596+262.8% |
| Participant deferral / active EE | $11,735 | $6,110+92.0% | $7,446+57.6% | $4,027+191.4% |
| Admin fee / account holder | $5,761 | $6,275-8.2% | $10,010-42.4% | $5,403+6.6% |