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 | $622,243 | $82,664+652.7% | $125,339+396.4% | $68,494+808.5% |
| Participation rate | 93.1% | 75.0%+18.1pp | 82.4%+10.7pp | 67.9%+25.2pp |
| Annual return | -14.36% | -5.97%-8.4pp | 572.05%-586.4pp | -7.84%-6.5pp |
| Employer contribution / active EE | $9,909 | $3,381+193.1% | $4,814+105.8% | $2,596+281.6% |
| Participant deferral / active EE | $14,924 | $6,110+144.2% | $7,446+100.4% | $4,027+270.6% |
| Admin fee / account holder | $56,416 | $6,275+799.0% | $10,010+463.6% | $5,403+944.2% |