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 | $335,491 | $95,862+250.0% | $79,550+321.7% | $134,475+149.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.90% | -2.69%-11.2pp | 0.16%-14.1pp | 417.96%-431.9pp |
| Employer contribution / active EE | $13,579 | $3,128+334.1% | $2,413+462.7% | $4,740+186.5% |
| Participant deferral / active EE | $7,199 | $4,693+53.4% | $3,985+80.7% | $6,400+12.5% |
| Admin fee / account holder | $73,107 | $9,126+701.1% | $6,832+970.0% | $11,426+539.8% |