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 | $305,453 | $82,664+269.5% | $125,339+143.7% | $68,494+346.0% |
| Participation rate | 97.6% | 75.0%+22.6pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -15.96% | -5.97%-10.0pp | 572.05%-588.0pp | -7.84%-8.1pp |
| Employer contribution / active EE | $6,450 | $3,381+90.8% | $4,814+34.0% | $2,596+148.4% |
| Participant deferral / active EE | $7,735 | $6,110+26.6% | $7,446+3.9% | $4,027+92.1% |
| Admin fee / account holder | $27,134 | $6,275+332.4% | $10,010+171.1% | $5,403+402.2% |