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 7-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 | $801,419 | $142,344+463.0% | $119,609+570.0% | $134,475+496.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -7.33% | -12.44%+5.1pp | -14.97%+7.6pp | 417.96%-425.3pp |
| Employer contribution / active EE | $22,263 | $5,222+326.3% | $4,232+426.1% | $4,740+369.7% |
| Participant deferral / active EE | $19,275 | $6,469+197.9% | $5,602+244.1% | $6,400+201.2% |
| Admin fee / account holder | $15,568 | $13,584+14.6% | $10,323+50.8% | $11,426+36.2% |