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 | $323,964 | $54,350+496.1% | $82,719+291.6% | $68,494+373.0% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -9.34% | -13.67%+4.3pp | 701.18%-710.5pp | -7.84%-1.5pp |
| Employer contribution / active EE | $9,969 | $2,218+349.4% | $3,009+231.3% | $2,596+284.0% |
| Participant deferral / active EE | $6,190 | $3,246+90.7% | $4,395+40.8% | $4,027+53.7% |
| Admin fee / account holder | $13,594 | $4,395+209.3% | $5,329+155.1% | $5,403+151.6% |