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 | $407,429 | $82,664+392.9% | $125,339+225.1% | $68,494+494.8% |
| Participation rate | 96.6% | 75.0%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -16.37% | -5.97%-10.4pp | 572.05%-588.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $11,504 | $3,381+240.3% | $4,814+139.0% | $2,596+343.1% |
| Participant deferral / active EE | $8,888 | $6,110+45.5% | $7,446+19.4% | $4,027+120.7% |
| Admin fee / account holder | $13,601 | $6,275+116.7% | $10,010+35.9% | $5,403+151.7% |