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 | $251,282 | $82,664+204.0% | $125,339+100.5% | $68,494+266.9% |
| Participation rate | 86.0% | 75.0%+11.0pp | 82.4%+3.6pp | 67.9%+18.1pp |
| Annual return | -14.21% | -5.97%-8.2pp | 572.05%-586.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $12,912 | $3,381+281.9% | $4,814+168.2% | $2,596+397.3% |
| Participant deferral / active EE | $10,452 | $6,110+71.1% | $7,446+40.4% | $4,027+159.5% |
| Admin fee / account holder | $35,805 | $6,275+470.6% | $10,010+257.7% | $5,403+562.7% |