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 | $416,227 | $82,664+403.5% | $125,339+232.1% | $68,494+507.7% |
| Participation rate | 97.8% | 75.0%+22.7pp | 82.4%+15.4pp | 67.9%+29.9pp |
| Annual return | -18.42% | -5.97%-12.5pp | 572.05%-590.5pp | -7.84%-10.6pp |
| Employer contribution / active EE | $5,806 | $3,381+71.7% | $4,814+20.6% | $2,596+123.6% |
| Participant deferral / active EE | $8,398 | $6,110+37.4% | $7,446+12.8% | $4,027+108.5% |
| Admin fee / account holder | $90,167 | $6,275+1336.8% | $10,010+800.8% | $5,403+1568.9% |