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 | $471,212 | $105,860+345.1% | $90,749+419.2% | $134,475+250.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -14.87% | -11.01%-3.9pp | -12.16%-2.7pp | 417.96%-432.8pp |
| Employer contribution / active EE | $16,188 | $3,462+367.6% | $2,921+454.2% | $4,740+241.5% |
| Participant deferral / active EE | $10,867 | $5,216+108.4% | $4,564+138.1% | $6,400+69.8% |
| Admin fee / account holder | $3,428 | $13,938-75.4% | $8,445-59.4% | $11,426-70.0% |