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 | $366,683 | $82,664+343.6% | $125,339+192.6% | $68,494+435.3% |
| Participation rate | 85.3% | 75.0%+10.3pp | 82.4%+2.9pp | 67.9%+17.4pp |
| Annual return | -9.54% | -5.97%-3.6pp | 572.05%-581.6pp | -7.84%-1.7pp |
| Employer contribution / active EE | $5,699 | $3,381+68.5% | $4,814+18.4% | $2,596+119.5% |
| Participant deferral / active EE | $7,315 | $6,110+19.7% | $7,446-1.8% | $4,027+81.6% |
| Admin fee / account holder | $25,296 | $6,275+303.1% | $10,010+152.7% | $5,403+368.2% |