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 | $512,640 | $82,664+520.2% | $125,339+309.0% | $68,494+648.4% |
| Participation rate | 94.2% | 75.0%+19.2pp | 82.4%+11.9pp | 67.9%+26.3pp |
| Annual return | -13.27% | -5.97%-7.3pp | 572.05%-585.3pp | -7.84%-5.4pp |
| Employer contribution / active EE | $11,284 | $3,381+233.7% | $4,814+134.4% | $2,596+334.6% |
| Participant deferral / active EE | $9,568 | $6,110+56.6% | $7,446+28.5% | $4,027+137.6% |
| Admin fee / account holder | $67,820 | $6,275+980.7% | $10,010+577.6% | $5,403+1155.3% |