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 | $323,815 | $82,286+293.5% | $68,791+370.7% | $134,475+140.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -13.06% | -2.19%-10.9pp | -6.38%-6.7pp | 417.96%-431.0pp |
| Employer contribution / active EE | $22,250 | $3,301+574.1% | $2,655+738.0% | $4,740+369.4% |
| Participant deferral / active EE | $27,000 | $4,739+469.8% | $3,941+585.1% | $6,400+321.9% |
| Admin fee / account holder | $735,904 | $6,481+11255.6% | $4,932+14821.4% | $11,426+6340.7% |