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 | $317,499 | $82,664+284.1% | $125,339+153.3% | $68,494+363.5% |
| Participation rate | 91.4% | 75.0%+16.4pp | 82.4%+9.1pp | 67.9%+23.5pp |
| Annual return | -10.66% | -5.97%-4.7pp | 572.05%-582.7pp | -7.84%-2.8pp |
| Employer contribution / active EE | $8,175 | $3,381+141.8% | $4,814+69.8% | $2,596+214.9% |
| Participant deferral / active EE | $4,633 | $6,110-24.2% | $7,446-37.8% | $4,027+15.1% |
| Admin fee / account holder | $10,725 | $6,275+70.9% | $10,010+7.1% | $5,403+98.5% |