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 | $426,359 | $142,344+199.5% | $119,609+256.5% | $134,475+217.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.79% | -12.44%-3.3pp | -14.97%-0.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $19,395 | $5,222+271.4% | $4,232+358.3% | $4,740+309.2% |
| Participant deferral / active EE | $15,487 | $6,469+139.4% | $5,602+176.5% | $6,400+142.0% |
| Admin fee / account holder | $13,014 | $13,584-4.2% | $10,323+26.1% | $11,426+13.9% |