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 | $297,599 | $127,100+134.1% | $105,738+181.4% | $135,375+119.8% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -5.25% | 4.49%-9.7pp | 6.27%-11.5pp | 519.73%-525.0pp |
| Employer contribution / active EE | $902 | $4,107-78.0% | $3,268-72.4% | $4,779-81.1% |
| Participant deferral / active EE | $5,440 | $5,064+7.4% | $4,080+33.3% | $5,609-3.0% |
| Admin fee / account holder | $19,825 | $9,087+118.2% | $6,913+186.8% | $10,827+83.1% |