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 | $364,941 | $82,664+341.5% | $125,339+191.2% | $68,494+432.8% |
| Participation rate | 98.8% | 75.0%+23.8pp | 82.4%+16.5pp | 67.9%+30.9pp |
| Annual return | -15.09% | -5.97%-9.1pp | 572.05%-587.1pp | -7.84%-7.2pp |
| Employer contribution / active EE | $6,890 | $3,381+103.8% | $4,814+43.1% | $2,596+165.4% |
| Participant deferral / active EE | $10,325 | $6,110+69.0% | $7,446+38.7% | $4,027+156.4% |
| Admin fee / account holder | $18,926 | $6,275+201.6% | $10,010+89.1% | $5,403+250.3% |