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 | $498,803 | $142,344+250.4% | $119,609+317.0% | $134,475+270.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -20.04% | -12.44%-7.6pp | -14.97%-5.1pp | 417.96%-438.0pp |
| Employer contribution / active EE | $7,287 | $5,222+39.5% | $4,232+72.2% | $4,740+53.7% |
| Participant deferral / active EE | $16,720 | $6,469+158.4% | $5,602+198.5% | $6,400+161.3% |
| Admin fee / account holder | $4,159 | $13,584-69.4% | $10,323-59.7% | $11,426-63.6% |