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 | $261,074 | $82,664+215.8% | $125,339+108.3% | $68,494+281.2% |
| Participation rate | 93.0% | 75.0%+17.9pp | 82.4%+10.6pp | 67.9%+25.1pp |
| Annual return | -14.28% | -5.97%-8.3pp | 572.05%-586.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $4,753 | $3,381+40.6% | $4,814-1.3% | $2,596+83.1% |
| Participant deferral / active EE | $6,807 | $6,110+11.4% | $7,446-8.6% | $4,027+69.0% |
| Admin fee / account holder | $26,820 | $6,275+327.4% | $10,010+167.9% | $5,403+396.4% |