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 | $275,166 | $82,664+232.9% | $125,339+119.5% | $68,494+301.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.25% | -5.97%-13.3pp | 572.05%-591.3pp | -7.84%-11.4pp |
| Employer contribution / active EE | $9,133 | $3,381+170.1% | $4,814+89.7% | $2,596+251.8% |
| Participant deferral / active EE | $14,254 | $6,110+133.3% | $7,446+91.4% | $4,027+253.9% |
| Admin fee / account holder | $22,918 | $6,275+265.2% | $10,010+129.0% | $5,403+324.2% |