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 | $610,085 | $82,664+638.0% | $125,339+386.7% | $68,494+790.7% |
| Participation rate | 95.1% | 75.0%+20.1pp | 82.4%+12.8pp | 67.9%+27.2pp |
| Annual return | -19.35% | -5.97%-13.4pp | 572.05%-591.4pp | -7.84%-11.5pp |
| Employer contribution / active EE | $13,405 | $3,381+296.5% | $4,814+178.5% | $2,596+416.3% |
| Participant deferral / active EE | $10,950 | $6,110+79.2% | $7,446+47.0% | $4,027+171.9% |
| Admin fee / account holder | $24,859 | $6,275+296.1% | $10,010+148.4% | $5,403+360.1% |