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 | $277,161 | $82,664+235.3% | $125,339+121.1% | $68,494+304.6% |
| Participation rate | 97.3% | 75.0%+22.3pp | 82.4%+14.9pp | 67.9%+29.4pp |
| Annual return | -16.30% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $6,588 | $3,381+94.8% | $4,814+36.9% | $2,596+153.7% |
| Participant deferral / active EE | $7,932 | $6,110+29.8% | $7,446+6.5% | $4,027+97.0% |
| Admin fee / account holder | $24,608 | $6,275+292.1% | $10,010+145.8% | $5,403+355.5% |