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 | $290,043 | $82,664+250.9% | $125,339+131.4% | $68,494+323.5% |
| Participation rate | 94.2% | 75.0%+19.2pp | 82.4%+11.9pp | 67.9%+26.3pp |
| Annual return | -16.26% | -5.97%-10.3pp | 572.05%-588.3pp | -7.84%-8.4pp |
| Employer contribution / active EE | $11,574 | $3,381+242.3% | $4,814+140.4% | $2,596+345.8% |
| Participant deferral / active EE | $10,577 | $6,110+73.1% | $7,446+42.0% | $4,027+162.6% |
| Admin fee / account holder | $28,511 | $6,275+354.3% | $10,010+184.8% | $5,403+427.7% |