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 | $294,560 | $82,664+256.3% | $125,339+135.0% | $68,494+330.0% |
| Participation rate | 86.1% | 75.0%+11.0pp | 82.4%+3.7pp | 67.9%+18.2pp |
| Annual return | -14.15% | -5.97%-8.2pp | 572.05%-586.2pp | -7.84%-6.3pp |
| Employer contribution / active EE | $3,355 | $3,381-0.8% | $4,814-30.3% | $2,596+29.2% |
| Participant deferral / active EE | $19,984 | $6,110+227.1% | $7,446+168.4% | $4,027+396.2% |
| Admin fee / account holder | $18,408 | $6,275+193.3% | $10,010+83.9% | $5,403+240.7% |