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 7-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 | $318,021 | $142,344+123.4% | $119,609+165.9% | $134,475+136.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.34% | -12.44%-6.9pp | -14.97%-4.4pp | 417.96%-437.3pp |
| Employer contribution / active EE | $18,942 | $5,222+262.7% | $4,232+347.6% | $4,740+299.6% |
| Participant deferral / active EE | $16,101 | $6,469+148.9% | $5,602+187.4% | $6,400+151.6% |
| Admin fee / account holder | $211,105 | $13,584+1454.1% | $10,323+1944.9% | $11,426+1747.6% |