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 | $380,542 | $81,900+364.6% | $119,609+218.2% | $68,494+455.6% |
| Participation rate | 96.3% | 71.9%+24.4pp | 79.3%+17.0pp | 67.9%+28.4pp |
| Annual return | -9.26% | -23.82%+14.6pp | -14.97%+5.7pp | -7.84%-1.4pp |
| Employer contribution / active EE | $7,991 | $2,693+196.7% | $4,232+88.8% | $2,596+207.8% |
| Participant deferral / active EE | $5,288 | $4,148+27.5% | $5,602-5.6% | $4,027+31.3% |
| Admin fee / account holder | $64,511 | $6,582+880.2% | $10,323+524.9% | $5,403+1094.0% |