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 | $461,249 | $82,664+458.0% | $125,339+268.0% | $68,494+573.4% |
| Participation rate | 87.2% | 75.0%+12.1pp | 82.4%+4.8pp | 67.9%+19.3pp |
| Annual return | -15.31% | -5.97%-9.3pp | 572.05%-587.4pp | -7.84%-7.5pp |
| Employer contribution / active EE | $9,108 | $3,381+169.4% | $4,814+89.2% | $2,596+250.8% |
| Participant deferral / active EE | $6,177 | $6,110+1.1% | $7,446-17.0% | $4,027+53.4% |
| Admin fee / account holder | $22,703 | $6,275+261.8% | $10,010+126.8% | $5,403+320.2% |