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 | $255,616 | $82,664+209.2% | $125,339+103.9% | $68,494+273.2% |
| Participation rate | 93.6% | 75.0%+18.6pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | -13.86% | -5.97%-7.9pp | 572.05%-585.9pp | -7.84%-6.0pp |
| Employer contribution / active EE | $4,636 | $3,381+37.1% | $4,814-3.7% | $2,596+78.6% |
| Participant deferral / active EE | $11,353 | $6,110+85.8% | $7,446+52.5% | $4,027+181.9% |
| Admin fee / account holder | $4,616 | $6,275-26.4% | $10,010-53.9% | $5,403-14.6% |