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 | $335,627 | $99,032+238.9% | $80,019+319.4% | $135,375+147.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -7.16% | 15.39%-22.5pp | 11.22%-18.4pp | 519.73%-526.9pp |
| Employer contribution / active EE | $8,837 | $3,043+190.4% | $2,468+258.1% | $4,779+84.9% |
| Participant deferral / active EE | $4,918 | $4,282+14.8% | $3,686+33.4% | $5,609-12.3% |
| Admin fee / account holder | $16,477 | $10,436+57.9% | $6,521+152.7% | $10,827+52.2% |