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 | $515,952 | $147,167+250.6% | $111,392+363.2% | $135,375+281.1% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -2.37% | -4.44%+2.1pp | -2.06%-0.3pp | 519.73%-522.1pp |
| Employer contribution / active EE | $26,992 | $5,204+418.7% | $4,328+523.7% | $4,779+464.8% |
| Participant deferral / active EE | $3,720 | $6,565-43.3% | $5,567-33.2% | $5,609-33.7% |
| Admin fee / account holder | $18,511 | $20,270-8.7% | $12,266+50.9% | $10,827+71.0% |