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 | $250,638 | $142,344+76.1% | $119,609+109.5% | $134,475+86.4% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -16.67% | -12.44%-4.2pp | -14.97%-1.7pp | 417.96%-434.6pp |
| Employer contribution / active EE | $12,985 | $5,222+148.7% | $4,232+206.8% | $4,740+174.0% |
| Participant deferral / active EE | $13,141 | $6,469+103.1% | $5,602+134.6% | $6,400+105.3% |
| Admin fee / account holder | $525 | $13,584-96.1% | $10,323-94.9% | $11,426-95.4% |