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 | $517,957 | $107,791+380.5% | $90,645+471.4% | $135,375+282.6% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.53% | -0.90%-7.6pp | 1.88%-10.4pp | 519.73%-528.3pp |
| Employer contribution / active EE | $29,418 | $3,018+874.8% | $2,532+1062.0% | $4,779+515.6% |
| Participant deferral / active EE | $10,411 | $3,872+168.9% | $3,425+204.0% | $5,609+85.6% |
| Admin fee / account holder | $2,376 | $5,930-59.9% | $4,994-52.4% | $10,827-78.1% |