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 | $300,787 | $82,664+263.9% | $125,339+140.0% | $68,494+339.1% |
| Participation rate | 75.6% | 75.0%+0.6pp | 82.4%-6.8pp | 67.9%+7.7pp |
| Annual return | -15.45% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $13,472 | $3,381+298.5% | $4,814+179.9% | $2,596+418.9% |
| Participant deferral / active EE | $13,021 | $6,110+113.1% | $7,446+74.9% | $4,027+223.3% |
| Admin fee / account holder | $8,368 | $6,275+33.3% | $10,010-16.4% | $5,403+54.9% |