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 | $542,094 | $158,817+241.3% | $121,196+347.3% | $135,375+300.4% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -2.18% | -0.64%-1.5pp | 16.93%-19.1pp | 519.73%-521.9pp |
| Employer contribution / active EE | $26,954 | $5,665+375.8% | $4,022+570.2% | $4,779+464.0% |
| Participant deferral / active EE | $13,500 | $4,005+237.1% | $3,344+303.6% | $5,609+140.7% |
| Admin fee / account holder | $12,289 | $6,512+88.7% | $5,019+144.8% | $10,827+13.5% |