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 | $411,454 | $82,664+397.7% | $125,339+228.3% | $68,494+500.7% |
| Participation rate | 90.6% | 75.0%+15.6pp | 82.4%+8.3pp | 67.9%+22.7pp |
| Annual return | -14.48% | -5.97%-8.5pp | 572.05%-586.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $3,272 | $3,381-3.2% | $4,814-32.0% | $2,596+26.0% |
| Participant deferral / active EE | $7,325 | $6,110+19.9% | $7,446-1.6% | $4,027+81.9% |
| Admin fee / account holder | $18,702 | $6,275+198.0% | $10,010+86.8% | $5,403+246.2% |