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 | $255,211 | $82,664+208.7% | $125,339+103.6% | $68,494+272.6% |
| Participation rate | 84.8% | 75.0%+9.7pp | 82.4%+2.4pp | 67.9%+16.9pp |
| Annual return | -17.41% | -5.97%-11.4pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $4,630 | $3,381+37.0% | $4,814-3.8% | $2,596+78.3% |
| Participant deferral / active EE | $9,548 | $6,110+56.3% | $7,446+28.2% | $4,027+137.1% |
| Admin fee / account holder | $2,181 | $6,275-65.3% | $10,010-78.2% | $5,403-59.6% |