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 | $494,710 | $95,862+416.1% | $79,550+521.9% | $134,475+267.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.44% | -2.69%-14.7pp | 0.16%-17.6pp | 417.96%-435.4pp |
| Employer contribution / active EE | $20,250 | $3,128+547.4% | $2,413+739.2% | $4,740+327.2% |
| Participant deferral / active EE | $13,500 | $4,693+187.7% | $3,985+238.8% | $6,400+110.9% |
| Admin fee / account holder | $3,852 | $9,126-57.8% | $6,832-43.6% | $11,426-66.3% |