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 | $402,390 | $82,664+386.8% | $125,339+221.0% | $68,494+487.5% |
| Participation rate | 83.3% | 75.0%+8.3pp | 82.4%+1.0pp | 67.9%+15.4pp |
| Annual return | -16.92% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $7,145 | $3,381+111.3% | $4,814+48.4% | $2,596+175.2% |
| Participant deferral / active EE | $11,745 | $6,110+92.2% | $7,446+57.7% | $4,027+191.6% |
| Admin fee / account holder | $31,745 | $6,275+405.9% | $10,010+217.1% | $5,403+487.6% |