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 | $389,250 | $82,664+370.9% | $125,339+210.6% | $68,494+468.3% |
| Participation rate | 95.3% | 75.0%+20.3pp | 82.4%+13.0pp | 67.9%+27.5pp |
| Annual return | -16.51% | -5.97%-10.5pp | 572.05%-588.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $14,703 | $3,381+334.9% | $4,814+205.4% | $2,596+466.3% |
| Participant deferral / active EE | $10,592 | $6,110+73.3% | $7,446+42.2% | $4,027+163.0% |
| Admin fee / account holder | $6,107 | $6,275-2.7% | $10,010-39.0% | $5,403+13.0% |