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 | $502,933 | $105,860+375.1% | $90,749+454.2% | $134,475+274.0% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -15.69% | -11.01%-4.7pp | -12.16%-3.5pp | 417.96%-433.7pp |
| Employer contribution / active EE | $1,680 | $3,462-51.5% | $2,921-42.5% | $4,740-64.5% |
| Participant deferral / active EE | $7,193 | $5,216+37.9% | $4,564+57.6% | $6,400+12.4% |
| Admin fee / account holder | $66,783 | $13,938+379.2% | $8,445+690.8% | $11,426+484.5% |