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.
See 1 actuary disclosure. $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 | $590,813 | $263,064+124.6% | $204,517+188.9% | $263,064+124.6% |
| Participation rate | 100.0% | 95.8%+4.2pp | 97.0%+3.0pp | 95.8%+4.2pp |
| Annual return | -3.02% | -1.59%-1.4pp | -0.87%-2.2pp | -1.59%-1.4pp |
| Employer contribution / active EE | $185,000 | $33,160+457.9% | $63,062+193.4% | $33,160+457.9% |
| Participant deferral / active EE | $0 | $7,831-100.0% | $2,489-100.0% | $7,831-100.0% |
| Admin fee / account holder | $1,281 | $9,535-86.6% | $7,775-83.5% | $9,535-86.6% |