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 | $336,559 | $82,664+307.1% | $125,339+168.5% | $68,494+391.4% |
| Participation rate | 95.7% | 75.0%+20.7pp | 82.4%+13.4pp | 67.9%+27.9pp |
| Annual return | -13.18% | -5.97%-7.2pp | 572.05%-585.2pp | -7.84%-5.3pp |
| Employer contribution / active EE | $5,721 | $3,381+69.2% | $4,814+18.9% | $2,596+120.4% |
| Participant deferral / active EE | $5,063 | $6,110-17.1% | $7,446-32.0% | $4,027+25.7% |
| Admin fee / account holder | $42,185 | $6,275+572.2% | $10,010+321.4% | $5,403+680.8% |