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 | $255,652 | $82,664+209.3% | $125,339+104.0% | $68,494+273.2% |
| Participation rate | 88.6% | 75.0%+13.6pp | 82.4%+6.3pp | 67.9%+20.7pp |
| Annual return | -13.61% | -5.97%-7.6pp | 572.05%-585.7pp | -7.84%-5.8pp |
| Employer contribution / active EE | $4,884 | $3,381+44.5% | $4,814+1.5% | $2,596+88.1% |
| Participant deferral / active EE | $11,084 | $6,110+81.4% | $7,446+48.9% | $4,027+175.2% |
| Admin fee / account holder | $20,691 | $6,275+229.7% | $10,010+106.7% | $5,403+283.0% |