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 | $346,240 | $82,664+318.9% | $125,339+176.2% | $68,494+405.5% |
| Participation rate | 96.7% | 75.0%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -16.71% | -5.97%-10.7pp | 572.05%-588.8pp | -7.84%-8.9pp |
| Employer contribution / active EE | $10,640 | $3,381+214.7% | $4,814+121.1% | $2,596+309.8% |
| Participant deferral / active EE | $10,365 | $6,110+69.6% | $7,446+39.2% | $4,027+157.4% |
| Admin fee / account holder | $11,236 | $6,275+79.0% | $10,010+12.3% | $5,403+108.0% |