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 | $259,691 | $82,664+214.2% | $125,339+107.2% | $68,494+279.1% |
| Participation rate | 89.7% | 75.0%+14.7pp | 82.4%+7.4pp | 67.9%+21.9pp |
| Annual return | -16.55% | -5.97%-10.6pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $4,645 | $3,381+37.4% | $4,814-3.5% | $2,596+78.9% |
| Participant deferral / active EE | $9,842 | $6,110+61.1% | $7,446+32.2% | $4,027+144.4% |
| Admin fee / account holder | $37,886 | $6,275+503.7% | $10,010+278.5% | $5,403+601.2% |