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 | $318,083 | $82,664+284.8% | $125,339+153.8% | $68,494+364.4% |
| Participation rate | 90.0% | 75.0%+15.0pp | 82.4%+7.6pp | 67.9%+22.1pp |
| Annual return | -19.18% | -5.97%-13.2pp | 572.05%-591.2pp | -7.84%-11.3pp |
| Employer contribution / active EE | $18,452 | $3,381+445.8% | $4,814+283.3% | $2,596+610.7% |
| Participant deferral / active EE | $11,968 | $6,110+95.9% | $7,446+60.7% | $4,027+197.2% |
| Admin fee / account holder | $2,759 | $6,275-56.0% | $10,010-72.4% | $5,403-48.9% |