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 | $476,654 | $99,032+381.3% | $80,019+495.7% | $135,375+252.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -0.60% | 15.39%-16.0pp | 11.22%-11.8pp | 519.73%-520.3pp |
| Employer contribution / active EE | $14,850 | $3,043+387.9% | $2,468+501.7% | $4,779+210.8% |
| Participant deferral / active EE | $13,389 | $4,282+212.7% | $3,686+263.3% | $5,609+138.7% |
| Admin fee / account holder | $24,334 | $10,436+133.2% | $6,521+273.2% | $10,827+124.8% |