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 | $540,405 | $82,664+553.7% | $125,339+331.2% | $68,494+689.0% |
| Participation rate | 98.5% | 75.0%+23.4pp | 82.4%+16.1pp | 67.9%+30.6pp |
| Annual return | -12.28% | -5.97%-6.3pp | 572.05%-584.3pp | -7.84%-4.4pp |
| Employer contribution / active EE | $17,021 | $3,381+403.4% | $4,814+253.6% | $2,596+555.6% |
| Participant deferral / active EE | $11,108 | $6,110+81.8% | $7,446+49.2% | $4,027+175.8% |
| Admin fee / account holder | $44,385 | $6,275+607.3% | $10,010+343.4% | $5,403+721.5% |