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 | $610,012 | $142,344+328.5% | $119,609+410.0% | $134,475+353.6% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.19% | -12.44%-1.7pp | -14.97%+0.8pp | 417.96%-432.2pp |
| Employer contribution / active EE | $17,744 | $5,222+239.8% | $4,232+319.3% | $4,740+274.4% |
| Participant deferral / active EE | $9,000 | $6,469+39.1% | $5,602+60.7% | $6,400+40.6% |
| Admin fee / account holder | $3,965 | $13,584-70.8% | $10,323-61.6% | $11,426-65.3% |