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 | $442,499 | $82,664+435.3% | $125,339+253.0% | $68,494+546.0% |
| Participation rate | 98.5% | 75.0%+23.4pp | 82.4%+16.1pp | 67.9%+30.6pp |
| Annual return | -16.00% | -5.97%-10.0pp | 572.05%-588.1pp | -7.84%-8.2pp |
| Employer contribution / active EE | $20,857 | $3,381+516.9% | $4,814+333.3% | $2,596+703.3% |
| Participant deferral / active EE | $13,287 | $6,110+117.5% | $7,446+78.4% | $4,027+229.9% |
| Admin fee / account holder | $52,280 | $6,275+733.1% | $10,010+422.3% | $5,403+867.7% |