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 | $299,631 | $99,640+200.7% | $86,436+246.7% | $134,475+122.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -13.90% | 6782.58%-6796.5pp | 4394.89%-4408.8pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,215 | $4,400-72.4% | $3,769-67.8% | $4,740-74.4% |
| Participant deferral / active EE | $12,109 | $7,246+67.1% | $6,952+74.2% | $6,400+89.2% |
| Admin fee / account holder | $98,913 | $8,371+1081.6% | $6,731+1369.5% | $11,426+765.7% |