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 | $255,598 | $63,953+299.7% | $54,726+367.0% | $135,375+88.8% |
| Participation rate | 100.0% | 84.9%+15.1pp | 79.1%+20.9pp | 82.6%+17.4pp |
| Annual return | -7.59% | -5.77%-1.8pp | -4.56%-3.0pp | 519.73%-527.3pp |
| Employer contribution / active EE | $6,573 | $4,256+54.4% | $3,449+90.5% | $4,779+37.5% |
| Participant deferral / active EE | $22,000 | $4,810+357.4% | $3,953+456.5% | $5,609+292.2% |
| Admin fee / account holder | $2,253 | $4,567-50.7% | $3,818-41.0% | $10,827-79.2% |