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 | $270,458 | $54,350+397.6% | $82,719+227.0% | $68,494+294.9% |
| Participation rate | 96.2% | 63.9%+32.3pp | 72.6%+23.7pp | 67.9%+28.3pp |
| Annual return | -16.43% | -13.67%-2.8pp | 701.18%-717.6pp | -7.84%-8.6pp |
| Employer contribution / active EE | $6,551 | $2,218+195.3% | $3,009+117.7% | $2,596+152.3% |
| Participant deferral / active EE | $14,652 | $3,246+351.4% | $4,395+233.4% | $4,027+263.8% |
| Admin fee / account holder | $19,488 | $4,395+343.4% | $5,329+265.7% | $5,403+260.7% |