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 | $563,497 | $82,664+581.7% | $125,339+349.6% | $68,494+722.7% |
| Participation rate | 96.2% | 75.0%+21.1pp | 82.4%+13.8pp | 67.9%+28.3pp |
| Annual return | -14.23% | -5.97%-8.3pp | 572.05%-586.3pp | -7.84%-6.4pp |
| Employer contribution / active EE | $14,722 | $3,381+335.4% | $4,814+205.8% | $2,596+467.0% |
| Participant deferral / active EE | $15,301 | $6,110+150.4% | $7,446+105.5% | $4,027+279.9% |
| Admin fee / account holder | $45,461 | $6,275+624.4% | $10,010+354.2% | $5,403+741.4% |