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 | $412,195 | $82,664+398.6% | $125,339+228.9% | $68,494+501.8% |
| Participation rate | 92.9% | 75.0%+17.8pp | 82.4%+10.5pp | 67.9%+25.0pp |
| Annual return | -18.95% | -5.97%-13.0pp | 572.05%-591.0pp | -7.84%-11.1pp |
| Employer contribution / active EE | $6,776 | $3,381+100.4% | $4,814+40.8% | $2,596+161.0% |
| Participant deferral / active EE | $9,830 | $6,110+60.9% | $7,446+32.0% | $4,027+144.1% |
| Admin fee / account holder | $1,765 | $6,275-71.9% | $10,010-82.4% | $5,403-67.3% |