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 | $412,162 | $142,344+189.6% | $119,609+244.6% | $134,475+206.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.21% | -12.44%+2.2pp | -14.97%+4.8pp | 417.96%-428.2pp |
| Employer contribution / active EE | $17,238 | $5,222+230.1% | $4,232+307.3% | $4,740+263.7% |
| Participant deferral / active EE | $10,125 | $6,469+56.5% | $5,602+80.7% | $6,400+58.2% |
| Admin fee / account holder | $2,211 | $13,584-83.7% | $10,323-78.6% | $11,426-80.6% |