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 | $441,545 | $105,860+317.1% | $90,749+386.6% | $134,475+228.3% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.68% | -11.01%-4.7pp | -12.16%-3.5pp | 417.96%-433.6pp |
| Employer contribution / active EE | $15,000 | $3,462+333.3% | $2,921+413.5% | $4,740+216.5% |
| Participant deferral / active EE | $34,707 | $5,216+565.4% | $4,564+660.4% | $6,400+442.3% |
| Admin fee / account holder | $393,002 | $13,938+2719.7% | $8,445+4553.9% | $11,426+3339.6% |