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 9-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 | $448,808 | $82,664+442.9% | $125,339+258.1% | $68,494+555.2% |
| Participation rate | 92.3% | 75.0%+17.3pp | 82.4%+9.9pp | 67.9%+24.4pp |
| Annual return | -13.17% | -5.97%-7.2pp | 572.05%-585.2pp | -7.84%-5.3pp |
| Employer contribution / active EE | $4,856 | $3,381+43.6% | $4,814+0.9% | $2,596+87.0% |
| Participant deferral / active EE | $7,346 | $6,110+20.2% | $7,446-1.3% | $4,027+82.4% |
| Admin fee / account holder | $51,665 | $6,275+723.3% | $10,010+416.2% | $5,403+856.3% |