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 | $399,682 | $105,860+277.6% | $90,749+340.4% | $134,475+197.2% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.65% | -11.01%-5.6pp | -12.16%-4.5pp | 417.96%-434.6pp |
| Employer contribution / active EE | $5,051 | $3,462+45.9% | $2,921+72.9% | $4,740+6.6% |
| Participant deferral / active EE | $11,390 | $5,216+118.4% | $4,564+149.5% | $6,400+78.0% |
| Admin fee / account holder | $3,532 | $13,938-74.7% | $8,445-58.2% | $11,426-69.1% |