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 9-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 | $530,192 | $93,024+470.0% | $77,024+588.4% | $134,475+294.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -6.64% | 62.60%-69.2pp | 42.32%-49.0pp | 417.96%-424.6pp |
| Employer contribution / active EE | $38,500 | $3,418+1026.4% | $2,812+1269.0% | $4,740+712.3% |
| Participant deferral / active EE | $15,000 | $5,238+186.4% | $4,426+238.9% | $6,400+134.4% |
| Admin fee / account holder | $980 | $6,944-85.9% | $5,425-81.9% | $11,426-91.4% |