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 | $532,085 | $99,032+437.3% | $80,019+564.9% | $135,375+293.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.37% | 15.39%-22.8pp | 11.22%-18.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $10,763 | $3,043+253.6% | $2,468+336.1% | $4,779+125.2% |
| Participant deferral / active EE | $14,881 | $4,282+247.5% | $3,686+303.8% | $5,609+165.3% |
| Admin fee / account holder | $30,362 | $10,436+190.9% | $6,521+365.6% | $10,827+180.4% |