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 | $612,563 | $105,860+478.7% | $90,749+575.0% | $134,475+355.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -12.76% | -11.01%-1.8pp | -12.16%-0.6pp | 417.96%-430.7pp |
| Employer contribution / active EE | $15,979 | $3,462+361.5% | $2,921+447.1% | $4,740+237.1% |
| Participant deferral / active EE | $11,033 | $5,216+111.5% | $4,564+141.7% | $6,400+72.4% |
| Admin fee / account holder | $12,865 | $13,938-7.7% | $8,445+52.3% | $11,426+12.6% |