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 | $503,398 | $158,817+217.0% | $121,196+315.4% | $135,375+271.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.7%+28.3pp | 82.6%+17.4pp |
| Annual return | -6.10% | -0.64%-5.5pp | 16.93%-23.0pp | 519.73%-525.8pp |
| Employer contribution / active EE | $8,872 | $5,665+56.6% | $4,022+120.6% | $4,779+85.6% |
| Participant deferral / active EE | $18,500 | $4,005+361.9% | $3,344+453.1% | $5,609+229.8% |
| Admin fee / account holder | $5,046 | $6,512-22.5% | $5,019+0.5% | $10,827-53.4% |