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 | $291,139 | $69,010+321.9% | $159,960+82.0% | $68,494+325.1% |
| Participation rate | 97.6% | 65.4%+32.2pp | 78.0%+19.6pp | 67.9%+29.7pp |
| Annual return | -15.66% | -9.65%-6.0pp | 408.60%-424.3pp | -7.84%-7.8pp |
| Employer contribution / active EE | $11,590 | $2,213+423.6% | $4,226+174.3% | $2,596+346.4% |
| Participant deferral / active EE | $8,977 | $4,212+113.1% | $6,182+45.2% | $4,027+122.9% |
| Admin fee / account holder | $4,955 | $4,798+3.3% | $8,698-43.0% | $5,403-8.3% |