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 | $313,840 | $105,860+196.5% | $90,749+245.8% | $134,475+133.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.50% | -11.01%-5.5pp | -12.16%-4.3pp | 417.96%-434.5pp |
| Employer contribution / active EE | $34,474 | $3,462+895.7% | $2,921+1080.3% | $4,740+627.3% |
| Participant deferral / active EE | $20,000 | $5,216+283.5% | $4,564+338.2% | $6,400+212.5% |
| Admin fee / account holder | $2,899 | $13,938-79.2% | $8,445-65.7% | $11,426-74.6% |