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 | $636,916 | $82,664+670.5% | $125,339+408.2% | $68,494+829.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -12.87% | -5.97%-6.9pp | 572.05%-584.9pp | -7.84%-5.0pp |
| Employer contribution / active EE | $12,083 | $3,381+257.4% | $4,814+151.0% | $2,596+365.4% |
| Participant deferral / active EE | $10,033 | $6,110+64.2% | $7,446+34.7% | $4,027+149.1% |
| Admin fee / account holder | $29,558 | $6,275+371.0% | $10,010+195.3% | $5,403+447.1% |