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 | $261,616 | $82,664+216.5% | $125,339+108.7% | $68,494+282.0% |
| Participation rate | 94.8% | 75.0%+19.8pp | 82.4%+12.5pp | 67.9%+26.9pp |
| Annual return | -18.38% | -5.97%-12.4pp | 572.05%-590.4pp | -7.84%-10.5pp |
| Employer contribution / active EE | $6,049 | $3,381+78.9% | $4,814+25.7% | $2,596+133.0% |
| Participant deferral / active EE | $7,538 | $6,110+23.4% | $7,446+1.2% | $4,027+87.2% |
| Admin fee / account holder | $3,737 | $6,275-40.4% | $10,010-62.7% | $5,403-30.8% |