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 | $272,748 | $82,664+229.9% | $125,339+117.6% | $68,494+298.2% |
| Participation rate | 96.6% | 75.0%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -18.84% | -5.97%-12.9pp | 572.05%-590.9pp | -7.84%-11.0pp |
| Employer contribution / active EE | $8,736 | $3,381+158.4% | $4,814+81.5% | $2,596+236.5% |
| Participant deferral / active EE | $9,927 | $6,110+62.5% | $7,446+33.3% | $4,027+146.5% |
| Admin fee / account holder | $2,606 | $6,275-58.5% | $10,010-74.0% | $5,403-51.8% |