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 | $703,249 | $142,344+394.0% | $119,609+488.0% | $134,475+423.0% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -6.10% | -12.44%+6.3pp | -14.97%+8.9pp | 417.96%-424.1pp |
| Employer contribution / active EE | $27,140 | $5,222+419.7% | $4,232+541.3% | $4,740+472.6% |
| Participant deferral / active EE | $16,575 | $6,469+156.2% | $5,602+195.9% | $6,400+159.0% |
| Admin fee / account holder | $605,077 | $13,584+4354.4% | $10,323+5761.2% | $11,426+5195.7% |