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 | $929,537 | $175,600+429.3% | $129,110+620.0% | $134,475+591.2% |
| Participation rate | 75.0% | 81.6%-6.6pp | 77.3%-2.3pp | 81.2%-6.2pp |
| Annual return | -0.01% | -11.39%+11.4pp | -10.94%+10.9pp | 417.96%-418.0pp |
| Employer contribution / active EE | $0 | $6,355-100.0% | $5,052-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $6,100 | $7,975-23.5% | $6,542-6.8% | $6,400-4.7% |
| Admin fee / account holder | $133,022 | $23,567+464.4% | $14,302+830.1% | $11,426+1064.2% |