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 | $352,267 | $82,664+326.1% | $125,339+181.1% | $68,494+414.3% |
| Participation rate | 97.6% | 75.0%+22.6pp | 82.4%+15.2pp | 67.9%+29.7pp |
| Annual return | -17.47% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $6,900 | $3,381+104.1% | $4,814+43.3% | $2,596+165.7% |
| Participant deferral / active EE | $12,427 | $6,110+103.4% | $7,446+66.9% | $4,027+208.6% |
| Admin fee / account holder | $62,640 | $6,275+898.2% | $10,010+525.8% | $5,403+1059.4% |