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 | $396,443 | $105,860+274.5% | $90,749+336.9% | $134,475+194.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -19.07% | -11.01%-8.1pp | -12.16%-6.9pp | 417.96%-437.0pp |
| Employer contribution / active EE | $3,077 | $3,462-11.1% | $2,921+5.4% | $4,740-35.1% |
| Participant deferral / active EE | $9,732 | $5,216+86.6% | $4,564+113.2% | $6,400+52.1% |
| Admin fee / account holder | $17,478 | $13,938+25.4% | $8,445+107.0% | $11,426+53.0% |