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 | $281,607 | $82,664+240.7% | $125,339+124.7% | $68,494+311.1% |
| Participation rate | 83.9% | 75.0%+8.8pp | 82.4%+1.5pp | 67.9%+16.0pp |
| Annual return | -18.27% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,632 | $3,381-22.2% | $4,814-45.3% | $2,596+1.4% |
| Participant deferral / active EE | $8,523 | $6,110+39.5% | $7,446+14.5% | $4,027+111.6% |
| Admin fee / account holder | $20,622 | $6,275+228.6% | $10,010+106.0% | $5,403+281.7% |