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 | $374,856 | $82,664+353.5% | $125,339+199.1% | $68,494+447.3% |
| Participation rate | 77.8% | 75.0%+2.7pp | 82.4%-4.6pp | 67.9%+9.9pp |
| Annual return | -15.39% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $7,091 | $3,381+109.7% | $4,814+47.3% | $2,596+173.1% |
| Participant deferral / active EE | $7,885 | $6,110+29.0% | $7,446+5.9% | $4,027+95.8% |
| Admin fee / account holder | $18,376 | $6,275+192.8% | $10,010+83.6% | $5,403+240.1% |