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 | $264,405 | $82,664+219.9% | $125,339+111.0% | $68,494+286.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.90% | -5.97%-9.9pp | 572.05%-587.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $12,766 | $3,381+277.6% | $4,814+165.2% | $2,596+391.7% |
| Participant deferral / active EE | $12,959 | $6,110+112.1% | $7,446+74.0% | $4,027+221.8% |
| Admin fee / account holder | $11,205 | $6,275+78.5% | $10,010+11.9% | $5,403+107.4% |