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 | $352,379 | $54,229+549.8% | $70,092+402.7% | $68,494+414.5% |
| Participation rate | 94.9% | 64.5%+30.4pp | 70.5%+24.4pp | 67.9%+27.0pp |
| Annual return | -17.05% | -13.87%-3.2pp | 190.73%-207.8pp | -7.84%-9.2pp |
| Employer contribution / active EE | $14,456 | $2,018+616.3% | $2,559+465.0% | $2,596+456.8% |
| Participant deferral / active EE | $16,106 | $2,956+444.9% | $3,849+318.5% | $4,027+299.9% |
| Admin fee / account holder | $67,601 | $4,694+1340.1% | $6,267+978.7% | $5,403+1151.2% |