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 6-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 | $539,667 | $142,344+279.1% | $119,609+351.2% | $134,475+301.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.41% | -12.44%-6.0pp | -14.97%-3.4pp | 417.96%-436.4pp |
| Employer contribution / active EE | $3,697 | $5,222-29.2% | $4,232-12.6% | $4,740-22.0% |
| Participant deferral / active EE | $9,980 | $6,469+54.3% | $5,602+78.1% | $6,400+55.9% |
| Admin fee / account holder | $3,226 | $13,584-76.2% | $10,323-68.7% | $11,426-71.8% |