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 | $668,078 | $175,600+280.5% | $129,110+417.5% | $134,475+396.8% |
| Participation rate | 91.7% | 81.6%+10.1pp | 77.3%+14.4pp | 81.2%+10.4pp |
| Annual return | -14.57% | -11.39%-3.2pp | -10.94%-3.6pp | 417.96%-432.5pp |
| Employer contribution / active EE | $7,707 | $6,355+21.3% | $5,052+52.6% | $4,740+62.6% |
| Participant deferral / active EE | $15,539 | $7,975+94.8% | $6,542+137.5% | $6,400+142.8% |
| Admin fee / account holder | $65,620 | $23,567+178.4% | $14,302+358.8% | $11,426+474.3% |