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 | $442,493 | $82,664+435.3% | $125,339+253.0% | $68,494+546.0% |
| Participation rate | 81.3% | 75.0%+6.2pp | 82.4%-1.1pp | 67.9%+13.4pp |
| Annual return | -15.80% | -5.97%-9.8pp | 572.05%-587.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $14,398 | $3,381+325.9% | $4,814+199.1% | $2,596+454.6% |
| Participant deferral / active EE | $14,592 | $6,110+138.8% | $7,446+96.0% | $4,027+262.3% |
| Admin fee / account holder | $58,626 | $6,275+834.2% | $10,010+485.7% | $5,403+985.1% |