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 | $263,082 | $82,664+218.3% | $125,339+109.9% | $68,494+284.1% |
| Participation rate | 95.1% | 75.0%+20.1pp | 82.4%+12.8pp | 67.9%+27.2pp |
| Annual return | -15.87% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $12,390 | $3,381+266.5% | $4,814+157.4% | $2,596+377.2% |
| Participant deferral / active EE | $9,926 | $6,110+62.5% | $7,446+33.3% | $4,027+146.5% |
| Admin fee / account holder | $2,958 | $6,275-52.9% | $10,010-70.4% | $5,403-45.2% |