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 | $417,112 | $82,664+404.6% | $125,339+232.8% | $68,494+509.0% |
| Participation rate | 94.3% | 75.0%+19.3pp | 82.4%+12.0pp | 67.9%+26.5pp |
| Annual return | -16.42% | -5.97%-10.4pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $17,508 | $3,381+417.8% | $4,814+263.7% | $2,596+574.3% |
| Participant deferral / active EE | $12,627 | $6,110+106.6% | $7,446+69.6% | $4,027+213.5% |
| Admin fee / account holder | $5,606 | $6,275-10.7% | $10,010-44.0% | $5,403+3.8% |