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 | $714,109 | $82,664+763.9% | $125,339+469.7% | $68,494+942.6% |
| Participation rate | 96.0% | 75.0%+21.0pp | 82.4%+13.6pp | 67.9%+28.1pp |
| Annual return | -16.63% | -5.97%-10.7pp | 572.05%-588.7pp | -7.84%-8.8pp |
| Employer contribution / active EE | $5,978 | $3,381+76.8% | $4,814+24.2% | $2,596+130.2% |
| Participant deferral / active EE | $10,453 | $6,110+71.1% | $7,446+40.4% | $4,027+159.6% |
| Admin fee / account holder | $97,518 | $6,275+1454.0% | $10,010+874.3% | $5,403+1705.0% |