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 | $510,212 | $93,024+448.5% | $77,024+562.4% | $134,475+279.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -6.08% | 62.60%-68.7pp | 42.32%-48.4pp | 417.96%-424.0pp |
| Employer contribution / active EE | $7,182 | $3,418+110.1% | $2,812+155.4% | $4,740+51.5% |
| Participant deferral / active EE | $18,000 | $5,238+243.7% | $4,426+306.7% | $6,400+181.3% |
| Admin fee / account holder | $800 | $6,944-88.5% | $5,425-85.3% | $11,426-93.0% |