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 | $477,080 | $82,664+477.1% | $125,339+280.6% | $68,494+596.5% |
| Participation rate | 95.7% | 75.0%+20.6pp | 82.4%+13.3pp | 67.9%+27.8pp |
| Annual return | -14.40% | -5.97%-8.4pp | 572.05%-586.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $6,060 | $3,381+79.2% | $4,814+25.9% | $2,596+133.4% |
| Participant deferral / active EE | $8,215 | $6,110+34.4% | $7,446+10.3% | $4,027+104.0% |
| Admin fee / account holder | $126,869 | $6,275+1921.7% | $10,010+1167.5% | $5,403+2248.2% |