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 | $608,030 | $82,286+638.9% | $68,791+783.9% | $134,475+352.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -14.64% | -2.19%-12.4pp | -6.38%-8.3pp | 417.96%-432.6pp |
| Employer contribution / active EE | $5,142 | $3,301+55.8% | $2,655+93.7% | $4,740+8.5% |
| Participant deferral / active EE | $19,402 | $4,739+309.4% | $3,941+392.3% | $6,400+203.2% |
| Admin fee / account holder | $8,778 | $6,481+35.4% | $4,932+78.0% | $11,426-23.2% |