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 | $278,735 | $82,664+237.2% | $125,339+122.4% | $68,494+306.9% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -14.72% | -5.97%-8.8pp | 572.05%-586.8pp | -7.84%-6.9pp |
| Employer contribution / active EE | $9,647 | $3,381+185.3% | $4,814+100.4% | $2,596+271.6% |
| Participant deferral / active EE | $17,303 | $6,110+183.2% | $7,446+132.4% | $4,027+329.7% |
| Admin fee / account holder | $13,300 | $6,275+111.9% | $10,010+32.9% | $5,403+146.2% |