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 | $462,506 | $82,664+459.5% | $125,339+269.0% | $68,494+575.2% |
| Participation rate | 97.3% | 75.0%+22.3pp | 82.4%+14.9pp | 67.9%+29.4pp |
| Annual return | -15.76% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $7,595 | $3,381+124.6% | $4,814+57.8% | $2,596+192.5% |
| Participant deferral / active EE | $12,248 | $6,110+100.4% | $7,446+64.5% | $4,027+204.1% |
| Admin fee / account holder | $83,223 | $6,275+1226.2% | $10,010+731.4% | $5,403+1440.4% |