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 | $277,054 | $82,664+235.2% | $125,339+121.0% | $68,494+304.5% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -15.39% | -5.97%-9.4pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $8,408 | $3,381+148.7% | $4,814+74.7% | $2,596+223.8% |
| Participant deferral / active EE | $11,016 | $6,110+80.3% | $7,446+47.9% | $4,027+173.5% |
| Admin fee / account holder | $8,642 | $6,275+37.7% | $10,010-13.7% | $5,403+60.0% |