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 | $251,202 | $82,664+203.9% | $125,339+100.4% | $68,494+266.7% |
| Participation rate | 79.1% | 75.0%+4.0pp | 82.4%-3.3pp | 67.9%+11.2pp |
| Annual return | -17.74% | -5.97%-11.8pp | 572.05%-589.8pp | -7.84%-9.9pp |
| Employer contribution / active EE | $8,962 | $3,381+165.1% | $4,814+86.2% | $2,596+245.2% |
| Participant deferral / active EE | $10,536 | $6,110+72.4% | $7,446+41.5% | $4,027+161.6% |
| Admin fee / account holder | $2,119 | $6,275-66.2% | $10,010-78.8% | $5,403-60.8% |