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 | $393,334 | $142,344+176.3% | $119,609+228.9% | $134,475+192.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.98% | -12.44%-3.5pp | -14.97%-1.0pp | 417.96%-433.9pp |
| Employer contribution / active EE | $16,675 | $5,222+219.3% | $4,232+294.0% | $4,740+251.8% |
| Participant deferral / active EE | $7,022 | $6,469+8.5% | $5,602+25.3% | $6,400+9.7% |
| Admin fee / account holder | $1,790 | $13,584-86.8% | $10,323-82.7% | $11,426-84.3% |