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 | $342,211 | $82,664+314.0% | $125,339+173.0% | $68,494+399.6% |
| Participation rate | 92.6% | 75.0%+17.6pp | 82.4%+10.2pp | 67.9%+24.7pp |
| Annual return | -16.48% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,616 | $3,381-22.6% | $4,814-45.7% | $2,596+0.8% |
| Participant deferral / active EE | $15,606 | $6,110+155.4% | $7,446+109.6% | $4,027+287.5% |
| Admin fee / account holder | $2,123 | $6,275-66.2% | $10,010-78.8% | $5,403-60.7% |