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 | $487,747 | $90,600+438.4% | $79,464+513.8% | $135,375+260.3% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | 0.07% | 977.43%-977.4pp | 718.14%-718.1pp | 519.73%-519.7pp |
| Employer contribution / active EE | $4,008 | $3,068+30.6% | $2,800+43.1% | $4,779-16.1% |
| Participant deferral / active EE | $17,050 | $4,050+321.0% | $3,704+360.3% | $5,609+204.0% |
| Admin fee / account holder | $6,602 | $5,907+11.8% | $5,113+29.1% | $10,827-39.0% |