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 | $517,886 | $142,344+263.8% | $119,609+333.0% | $134,475+285.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -9.94% | -12.44%+2.5pp | -14.97%+5.0pp | 417.96%-427.9pp |
| Employer contribution / active EE | $21,160 | $5,222+305.2% | $4,232+400.0% | $4,740+346.5% |
| Participant deferral / active EE | $16,684 | $6,469+157.9% | $5,602+197.8% | $6,400+160.7% |
| Admin fee / account holder | $1,676 | $13,584-87.7% | $10,323-83.8% | $11,426-85.3% |