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 | $692,214 | $142,344+386.3% | $119,609+478.7% | $134,475+414.8% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -10.69% | -12.44%+1.7pp | -14.97%+4.3pp | 417.96%-428.7pp |
| Employer contribution / active EE | $22,081 | $5,222+322.8% | $4,232+421.8% | $4,740+365.9% |
| Participant deferral / active EE | $13,571 | $6,469+109.8% | $5,602+142.3% | $6,400+112.1% |
| Admin fee / account holder | $23,622 | $13,584+73.9% | $10,323+128.8% | $11,426+106.7% |