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 | $634,892 | $82,664+668.0% | $125,339+406.5% | $68,494+826.9% |
| Participation rate | 90.7% | 75.0%+15.7pp | 82.4%+8.3pp | 67.9%+22.8pp |
| Annual return | -17.59% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $14,551 | $3,381+330.4% | $4,814+202.3% | $2,596+460.5% |
| Participant deferral / active EE | $12,463 | $6,110+104.0% | $7,446+67.4% | $4,027+209.5% |
| Admin fee / account holder | $17,028 | $6,275+171.3% | $10,010+70.1% | $5,403+215.2% |