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 | $707,012 | $142,344+396.7% | $119,609+491.1% | $134,475+425.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -17.44% | -12.44%-5.0pp | -14.97%-2.5pp | 417.96%-435.4pp |
| Employer contribution / active EE | $13,053 | $5,222+150.0% | $4,232+208.4% | $4,740+175.4% |
| Participant deferral / active EE | $14,040 | $6,469+117.0% | $5,602+150.6% | $6,400+119.4% |
| Admin fee / account holder | $59,114 | $13,584+335.2% | $10,323+472.6% | $11,426+417.4% |