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 | $551,893 | $76,000+626.2% | $154,107+258.1% | $64,186+759.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.48% | 30.32%-36.8pp | 735.12%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $19,435 | $3,351+480.0% | $5,298+266.9% | $2,381+716.3% |
| Participant deferral / active EE | $11,251 | $3,175+254.3% | $5,081+121.5% | $3,470+224.3% |
| Admin fee / account holder | $2,112 | $5,596-62.3% | $13,411-84.3% | $4,888-56.8% |