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 | $351,028 | $167,307+109.8% | $143,757+144.2% | $134,475+161.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.96% | 0.46%-16.4pp | -0.04%-15.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $12,928 | $5,619+130.1% | $4,951+161.1% | $4,740+172.8% |
| Participant deferral / active EE | $14,850 | $6,446+130.4% | $5,637+163.4% | $6,400+132.0% |
| Admin fee / account holder | $37,766 | $18,088+108.8% | $14,673+157.4% | $11,426+230.5% |