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 | $415,420 | $82,286+404.8% | $68,791+503.9% | $134,475+208.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -16.92% | -2.19%-14.7pp | -6.38%-10.5pp | 417.96%-434.9pp |
| Employer contribution / active EE | $24,914 | $3,301+654.8% | $2,655+838.3% | $4,740+425.6% |
| Participant deferral / active EE | $10,556 | $4,739+122.8% | $3,941+167.8% | $6,400+64.9% |
| Admin fee / account holder | $62,389 | $6,481+862.7% | $4,932+1165.0% | $11,426+446.0% |