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 | $340,332 | $82,664+311.7% | $125,339+171.5% | $68,494+396.9% |
| Participation rate | 96.4% | 75.0%+21.4pp | 82.4%+14.1pp | 67.9%+28.5pp |
| Annual return | -15.67% | -5.97%-9.7pp | 572.05%-587.7pp | -7.84%-7.8pp |
| Employer contribution / active EE | $2,793 | $3,381-17.4% | $4,814-42.0% | $2,596+7.6% |
| Participant deferral / active EE | $10,541 | $6,110+72.5% | $7,446+41.6% | $4,027+161.7% |
| Admin fee / account holder | $23,287 | $6,275+271.1% | $10,010+132.6% | $5,403+331.0% |