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 | $559,607 | $105,860+428.6% | $90,749+516.7% | $134,475+316.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.45% | -11.01%-5.4pp | -12.16%-4.3pp | 417.96%-434.4pp |
| Employer contribution / active EE | $15,320 | $3,462+342.5% | $2,921+424.5% | $4,740+223.2% |
| Participant deferral / active EE | $20,566 | $5,216+294.3% | $4,564+350.6% | $6,400+221.4% |
| Admin fee / account holder | $169,067 | $13,938+1113.0% | $8,445+1902.1% | $11,426+1379.7% |