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 | $327,817 | $82,664+296.6% | $125,339+161.5% | $68,494+378.6% |
| Participation rate | 94.6% | 75.0%+19.6pp | 82.4%+12.3pp | 67.9%+26.8pp |
| Annual return | -15.71% | -5.97%-9.7pp | 572.05%-587.8pp | -7.84%-7.9pp |
| Employer contribution / active EE | $15,779 | $3,381+366.7% | $4,814+227.8% | $2,596+507.7% |
| Participant deferral / active EE | $15,430 | $6,110+152.5% | $7,446+107.2% | $4,027+283.2% |
| Admin fee / account holder | $2,670 | $6,275-57.5% | $10,010-73.3% | $5,403-50.6% |