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 | $277,448 | $82,664+235.6% | $125,339+121.4% | $68,494+305.1% |
| Participation rate | 97.2% | 75.0%+22.2pp | 82.4%+14.9pp | 67.9%+29.3pp |
| Annual return | -15.77% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $8,041 | $3,381+137.8% | $4,814+67.0% | $2,596+209.7% |
| Participant deferral / active EE | $9,394 | $6,110+53.7% | $7,446+26.2% | $4,027+133.3% |
| Admin fee / account holder | $10,850 | $6,275+72.9% | $10,010+8.4% | $5,403+100.8% |