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 | $345,484 | $82,664+317.9% | $125,339+175.6% | $68,494+404.4% |
| Participation rate | 81.8% | 75.0%+6.8pp | 82.4%-0.6pp | 67.9%+13.9pp |
| Annual return | -18.13% | -5.97%-12.2pp | 572.05%-590.2pp | -7.84%-10.3pp |
| Employer contribution / active EE | $20,104 | $3,381+494.6% | $4,814+317.7% | $2,596+674.3% |
| Participant deferral / active EE | $8,324 | $6,110+36.2% | $7,446+11.8% | $4,027+106.7% |
| Admin fee / account holder | $47,785 | $6,275+661.5% | $10,010+377.4% | $5,403+784.5% |