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 | $344,068 | $82,664+316.2% | $125,339+174.5% | $68,494+402.3% |
| Participation rate | 95.8% | 75.0%+20.8pp | 82.4%+13.5pp | 67.9%+27.9pp |
| Annual return | -18.88% | -5.97%-12.9pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $3,272 | $3,381-3.2% | $4,814-32.0% | $2,596+26.0% |
| Participant deferral / active EE | $12,268 | $6,110+100.8% | $7,446+64.8% | $4,027+204.6% |
| Admin fee / account holder | $2,070 | $6,275-67.0% | $10,010-79.3% | $5,403-61.7% |