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 | $454,744 | $82,664+450.1% | $125,339+262.8% | $68,494+563.9% |
| Participation rate | 98.2% | 75.0%+23.2pp | 82.4%+15.8pp | 67.9%+30.3pp |
| Annual return | -15.38% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $5,357 | $3,381+58.4% | $4,814+11.3% | $2,596+106.3% |
| Participant deferral / active EE | $8,800 | $6,110+44.0% | $7,446+18.2% | $4,027+118.5% |
| Admin fee / account holder | $40,529 | $6,275+545.8% | $10,010+304.9% | $5,403+650.2% |