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 | $297,913 | $82,664+260.4% | $125,339+137.7% | $68,494+334.9% |
| Participation rate | 98.0% | 75.0%+22.9pp | 82.4%+15.6pp | 67.9%+30.1pp |
| Annual return | -15.49% | -5.97%-9.5pp | 572.05%-587.5pp | -7.84%-7.6pp |
| Employer contribution / active EE | $5,694 | $3,381+68.4% | $4,814+18.3% | $2,596+119.3% |
| Participant deferral / active EE | $14,485 | $6,110+137.1% | $7,446+94.5% | $4,027+259.7% |
| Admin fee / account holder | $6,973 | $6,275+11.1% | $10,010-30.3% | $5,403+29.1% |