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 | $284,256 | $82,664+243.9% | $125,339+126.8% | $68,494+315.0% |
| Participation rate | 98.1% | 75.0%+23.1pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | -14.87% | -5.97%-8.9pp | 572.05%-586.9pp | -7.84%-7.0pp |
| Employer contribution / active EE | $9,820 | $3,381+190.4% | $4,814+104.0% | $2,596+278.2% |
| Participant deferral / active EE | $6,034 | $6,110-1.2% | $7,446-19.0% | $4,027+49.8% |
| Admin fee / account holder | $36,448 | $6,275+480.8% | $10,010+264.1% | $5,403+574.6% |