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 | $382,326 | $82,664+362.5% | $125,339+205.0% | $68,494+458.2% |
| Participation rate | 89.7% | 75.0%+14.7pp | 82.4%+7.4pp | 67.9%+21.9pp |
| Annual return | -13.63% | -5.97%-7.7pp | 572.05%-585.7pp | -7.84%-5.8pp |
| Employer contribution / active EE | $9,226 | $3,381+172.9% | $4,814+91.7% | $2,596+255.3% |
| Participant deferral / active EE | $7,647 | $6,110+25.1% | $7,446+2.7% | $4,027+89.9% |
| Admin fee / account holder | $5,306 | $6,275-15.4% | $10,010-47.0% | $5,403-1.8% |