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 | $497,096 | $95,193+422.2% | $76,523+549.6% | $135,375+267.2% |
| Participation rate | 100.0% | 74.4%+25.6pp | 68.0%+32.0pp | 82.6%+17.4pp |
| Annual return | -8.16% | 4.85%-13.0pp | -0.27%-7.9pp | 519.73%-527.9pp |
| Employer contribution / active EE | $15,921 | $3,302+382.1% | $2,647+501.4% | $4,779+233.2% |
| Participant deferral / active EE | $9,800 | $4,639+111.2% | $3,835+155.5% | $5,609+74.7% |
| Admin fee / account holder | $17,553 | $6,249+180.9% | $4,848+262.0% | $10,827+62.1% |