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 | $552,758 | $167,307+230.4% | $143,757+284.5% | $134,475+311.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.49% | 0.46%-15.0pp | -0.04%-14.5pp | 417.96%-432.5pp |
| Employer contribution / active EE | $11,950 | $5,619+112.7% | $4,951+141.4% | $4,740+152.1% |
| Participant deferral / active EE | $37,250 | $6,446+477.9% | $5,637+560.8% | $6,400+482.1% |
| Admin fee / account holder | $1,465,857 | $18,088+8003.9% | $14,673+9890.3% | $11,426+12729.2% |