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 | $359,694 | $82,664+335.1% | $125,339+187.0% | $68,494+425.1% |
| Participation rate | 97.4% | 75.0%+22.3pp | 82.4%+15.0pp | 67.9%+29.5pp |
| Annual return | -17.49% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $9,957 | $3,381+194.5% | $4,814+106.9% | $2,596+283.5% |
| Participant deferral / active EE | $16,474 | $6,110+169.6% | $7,446+121.2% | $4,027+309.1% |
| Admin fee / account holder | $31,371 | $6,275+399.9% | $10,010+213.4% | $5,403+480.6% |