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 | $634,075 | $147,167+330.9% | $111,392+469.2% | $135,375+368.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | -5.65% | -4.44%-1.2pp | -2.06%-3.6pp | 519.73%-525.4pp |
| Employer contribution / active EE | $21,650 | $5,204+316.0% | $4,328+400.2% | $4,779+353.0% |
| Participant deferral / active EE | $13,661 | $6,565+108.1% | $5,567+145.4% | $5,609+143.6% |
| Admin fee / account holder | $2,836 | $20,270-86.0% | $12,266-76.9% | $10,827-73.8% |