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 4-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 | $350,991 | $82,664+324.6% | $125,339+180.0% | $68,494+412.4% |
| Participation rate | 96.7% | 75.0%+21.6pp | 82.4%+14.3pp | 67.9%+28.8pp |
| Annual return | -13.34% | -5.97%-7.4pp | 572.05%-585.4pp | -7.84%-5.5pp |
| Employer contribution / active EE | $5,191 | $3,381+53.5% | $4,814+7.8% | $2,596+99.9% |
| Participant deferral / active EE | $13,157 | $6,110+115.3% | $7,446+76.7% | $4,027+226.7% |
| Admin fee / account holder | $14,273 | $6,275+127.4% | $10,010+42.6% | $5,403+164.2% |