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 | $505,597 | $82,664+511.6% | $125,339+303.4% | $68,494+638.2% |
| Participation rate | 91.5% | 75.0%+16.4pp | 82.4%+9.1pp | 67.9%+23.6pp |
| Annual return | -16.89% | -5.97%-10.9pp | 572.05%-588.9pp | -7.84%-9.0pp |
| Employer contribution / active EE | $16,681 | $3,381+393.4% | $4,814+246.5% | $2,596+542.5% |
| Participant deferral / active EE | $12,908 | $6,110+111.2% | $7,446+73.3% | $4,027+220.5% |
| Admin fee / account holder | $4,097 | $6,275-34.7% | $10,010-59.1% | $5,403-24.2% |