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 | $300,869 | $82,664+264.0% | $125,339+140.0% | $68,494+339.3% |
| Participation rate | 92.9% | 75.0%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -12.65% | -5.97%-6.7pp | 572.05%-584.7pp | -7.84%-4.8pp |
| Employer contribution / active EE | $5,419 | $3,381+60.3% | $4,814+12.6% | $2,596+108.7% |
| Participant deferral / active EE | $11,675 | $6,110+91.1% | $7,446+56.8% | $4,027+189.9% |
| Admin fee / account holder | $1,440 | $6,275-77.0% | $10,010-85.6% | $5,403-73.3% |