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 | $471,001 | $82,664+469.8% | $125,339+275.8% | $68,494+587.6% |
| Participation rate | 88.0% | 75.0%+13.0pp | 82.4%+5.6pp | 67.9%+20.1pp |
| Annual return | -15.05% | -5.97%-9.1pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $9,650 | $3,381+185.4% | $4,814+100.5% | $2,596+271.7% |
| Participant deferral / active EE | $9,256 | $6,110+51.5% | $7,446+24.3% | $4,027+129.8% |
| Admin fee / account holder | $20,915 | $6,275+233.3% | $10,010+108.9% | $5,403+287.1% |