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 | $290,272 | $82,664+251.1% | $125,339+131.6% | $68,494+323.8% |
| Participation rate | 84.6% | 75.0%+9.6pp | 82.4%+2.2pp | 67.9%+16.7pp |
| Annual return | -17.72% | -5.97%-11.7pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $2,227 | $3,381-34.1% | $4,814-53.7% | $2,596-14.2% |
| Participant deferral / active EE | $9,296 | $6,110+52.1% | $7,446+24.8% | $4,027+130.8% |
| Admin fee / account holder | $7,657 | $6,275+22.0% | $10,010-23.5% | $5,403+41.7% |