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 | $756,179 | $142,344+431.2% | $119,609+532.2% | $134,475+462.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -7.91% | -12.44%+4.5pp | -14.97%+7.1pp | 417.96%-425.9pp |
| Employer contribution / active EE | $26,950 | $5,222+416.1% | $4,232+536.8% | $4,740+468.6% |
| Participant deferral / active EE | $15,047 | $6,469+132.6% | $5,602+168.6% | $6,400+135.1% |
| Admin fee / account holder | $444,269 | $13,584+3170.5% | $10,323+4203.5% | $11,426+3788.3% |