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 | $387,805 | $105,860+266.3% | $90,749+327.3% | $134,475+188.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -18.73% | -11.01%-7.7pp | -12.16%-6.6pp | 417.96%-436.7pp |
| Employer contribution / active EE | $3,385 | $3,462-2.2% | $2,921+15.9% | $4,740-28.6% |
| Participant deferral / active EE | $17,103 | $5,216+227.9% | $4,564+274.7% | $6,400+167.2% |
| Admin fee / account holder | $18,850 | $13,938+35.2% | $8,445+123.2% | $11,426+65.0% |