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 | $507,256 | $142,344+256.4% | $119,609+324.1% | $134,475+277.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.07% | -12.44%+0.4pp | -14.97%+2.9pp | 417.96%-430.0pp |
| Employer contribution / active EE | $12,102 | $5,222+131.7% | $4,232+186.0% | $4,740+155.3% |
| Participant deferral / active EE | $17,465 | $6,469+170.0% | $5,602+211.8% | $6,400+172.9% |
| Admin fee / account holder | $565 | $13,584-95.8% | $10,323-94.5% | $11,426-95.1% |