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 | $443,586 | $82,664+436.6% | $125,339+253.9% | $68,494+547.6% |
| Participation rate | 87.7% | 75.0%+12.7pp | 82.4%+5.3pp | 67.9%+19.8pp |
| Annual return | -16.98% | -5.97%-11.0pp | 572.05%-589.0pp | -7.84%-9.1pp |
| Employer contribution / active EE | $16,154 | $3,381+377.8% | $4,814+235.6% | $2,596+522.2% |
| Participant deferral / active EE | $8,456 | $6,110+38.4% | $7,446+13.6% | $4,027+110.0% |
| Admin fee / account holder | $19,919 | $6,275+217.4% | $10,010+99.0% | $5,403+268.7% |