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 | $372,819 | $82,664+351.0% | $125,339+197.4% | $68,494+444.3% |
| Participation rate | 84.8% | 75.0%+9.8pp | 82.4%+2.4pp | 67.9%+16.9pp |
| Annual return | -15.82% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $9,993 | $3,381+195.6% | $4,814+107.6% | $2,596+284.9% |
| Participant deferral / active EE | $10,703 | $6,110+75.2% | $7,446+43.7% | $4,027+165.8% |
| Admin fee / account holder | $21,371 | $6,275+240.5% | $10,010+113.5% | $5,403+295.6% |