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 | $420,506 | $97,757+330.2% | $83,848+401.5% | $135,375+210.6% |
| Participation rate | 92.9% | 80.0%+12.9pp | 76.1%+16.7pp | 82.6%+10.2pp |
| Annual return | -3.60% | 1287.37%-1291.0pp | 850.88%-854.5pp | 519.73%-523.3pp |
| Employer contribution / active EE | $1,491 | $4,222-64.7% | $3,631-58.9% | $4,779-68.8% |
| Participant deferral / active EE | $6,218 | $4,682+32.8% | $4,082+52.3% | $5,609+10.9% |
| Admin fee / account holder | $54,594 | $6,674+718.0% | $5,478+896.6% | $10,827+404.2% |