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 | $298,156 | $82,664+260.7% | $125,339+137.9% | $68,494+335.3% |
| Participation rate | 93.5% | 75.0%+18.5pp | 82.4%+11.2pp | 67.9%+25.7pp |
| Annual return | -17.43% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,215 | $3,381-34.5% | $4,814-54.0% | $2,596-14.7% |
| Participant deferral / active EE | $11,941 | $6,110+95.4% | $7,446+60.4% | $4,027+196.5% |
| Admin fee / account holder | $12,634 | $6,275+101.3% | $10,010+26.2% | $5,403+133.9% |