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 | $250,386 | $82,664+202.9% | $125,339+99.8% | $68,494+265.6% |
| Participation rate | 98.6% | 75.0%+23.6pp | 82.4%+16.2pp | 67.9%+30.7pp |
| Annual return | 29.56% | -5.97%+35.5pp | 572.05%-542.5pp | -7.84%+37.4pp |
| Employer contribution / active EE | $8,616 | $3,381+154.8% | $4,814+79.0% | $2,596+231.9% |
| Participant deferral / active EE | $8,834 | $6,110+44.6% | $7,446+18.6% | $4,027+119.4% |
| Admin fee / account holder | $4,589 | $6,275-26.9% | $10,010-54.1% | $5,403-15.1% |