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 | $434,297 | $73,867+487.9% | $143,757+202.1% | $68,494+534.1% |
| Participation rate | 85.7% | 66.7%+19.1pp | 80.3%+5.4pp | 67.9%+17.8pp |
| Annual return | -17.46% | 1.01%-18.5pp | -0.04%-17.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $9,644 | $3,184+202.9% | $4,951+94.8% | $2,596+271.5% |
| Participant deferral / active EE | $14,646 | $3,384+332.7% | $5,637+159.8% | $4,027+263.7% |
| Admin fee / account holder | $116,509 | $5,755+1924.6% | $14,673+694.0% | $5,403+2056.5% |