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 | $798,169 | $105,860+654.0% | $90,749+779.5% | $134,475+493.5% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -2.54% | -11.01%+8.5pp | -12.16%+9.6pp | 417.96%-420.5pp |
| Employer contribution / active EE | $36,049 | $3,462+941.2% | $2,921+1134.2% | $4,740+660.6% |
| Participant deferral / active EE | $18,918 | $5,216+262.7% | $4,564+314.5% | $6,400+195.6% |
| Admin fee / account holder | $2,257 | $13,938-83.8% | $8,445-73.3% | $11,426-80.2% |