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 | $297,925 | $67,214+343.2% | $61,491+384.5% | $134,475+121.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.04% | -12.08%-2.0pp | -12.98%-1.1pp | 417.96%-432.0pp |
| Employer contribution / active EE | $26,049 | $4,974+423.7% | $4,246+513.5% | $4,740+449.6% |
| Participant deferral / active EE | $15,216 | $6,103+149.3% | $5,188+193.3% | $6,400+137.8% |
| Admin fee / account holder | $1,012 | $4,610-78.0% | $4,312-76.5% | $11,426-91.1% |