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 | $343,306 | $82,664+315.3% | $125,339+173.9% | $68,494+401.2% |
| Participation rate | 93.8% | 75.0%+18.7pp | 82.4%+11.4pp | 67.9%+25.9pp |
| Annual return | -13.47% | -5.97%-7.5pp | 572.05%-585.5pp | -7.84%-5.6pp |
| Employer contribution / active EE | $6,798 | $3,381+101.1% | $4,814+41.2% | $2,596+161.8% |
| Participant deferral / active EE | $11,478 | $6,110+87.8% | $7,446+54.1% | $4,027+185.0% |
| Admin fee / account holder | $18,613 | $6,275+196.6% | $10,010+86.0% | $5,403+244.5% |