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 | $276,705 | $82,664+234.7% | $125,339+120.8% | $68,494+304.0% |
| Participation rate | 83.9% | 75.0%+8.9pp | 82.4%+1.6pp | 67.9%+16.0pp |
| Annual return | -15.59% | -5.97%-9.6pp | 572.05%-587.6pp | -7.84%-7.7pp |
| Employer contribution / active EE | $7,140 | $3,381+111.2% | $4,814+48.3% | $2,596+175.0% |
| Participant deferral / active EE | $6,572 | $6,110+7.6% | $7,446-11.7% | $4,027+63.2% |
| Admin fee / account holder | $41,773 | $6,275+565.7% | $10,010+317.3% | $5,403+673.2% |