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 | $400,852 | $82,664+384.9% | $125,339+219.8% | $68,494+485.2% |
| Participation rate | 91.4% | 75.0%+16.4pp | 82.4%+9.1pp | 67.9%+23.5pp |
| Annual return | -19.06% | -5.97%-13.1pp | 572.05%-591.1pp | -7.84%-11.2pp |
| Employer contribution / active EE | $16,103 | $3,381+376.3% | $4,814+234.5% | $2,596+520.2% |
| Participant deferral / active EE | $6,579 | $6,110+7.7% | $7,446-11.7% | $4,027+63.4% |
| Admin fee / account holder | $364 | $6,275-94.2% | $10,010-96.4% | $5,403-93.3% |