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 | $264,605 | $82,664+220.1% | $125,339+111.1% | $68,494+286.3% |
| Participation rate | 90.6% | 75.0%+15.6pp | 82.4%+8.3pp | 67.9%+22.7pp |
| Annual return | -19.08% | -5.97%-13.1pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $3,640 | $3,381+7.7% | $4,814-24.4% | $2,596+40.2% |
| Participant deferral / active EE | $9,454 | $6,110+54.7% | $7,446+27.0% | $4,027+134.7% |
| Admin fee / account holder | $42,375 | $6,275+575.2% | $10,010+323.3% | $5,403+684.3% |