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 | $258,427 | $82,664+212.6% | $125,339+106.2% | $68,494+277.3% |
| Participation rate | 92.5% | 75.0%+17.4pp | 82.4%+10.1pp | 67.9%+24.6pp |
| Annual return | -17.44% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $7,128 | $3,381+110.8% | $4,814+48.1% | $2,596+174.5% |
| Participant deferral / active EE | $13,211 | $6,110+116.2% | $7,446+77.4% | $4,027+228.1% |
| Admin fee / account holder | $1,261 | $6,275-79.9% | $10,010-87.4% | $5,403-76.7% |