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 | $388,398 | $105,860+266.9% | $90,749+328.0% | $134,475+188.8% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -9.32% | -11.01%+1.7pp | -12.16%+2.8pp | 417.96%-427.3pp |
| Employer contribution / active EE | $20,023 | $3,462+478.3% | $2,921+585.5% | $4,740+322.5% |
| Participant deferral / active EE | $13,500 | $5,216+158.8% | $4,564+195.8% | $6,400+110.9% |
| Admin fee / account holder | $36,555 | $13,938+162.3% | $8,445+332.9% | $11,426+219.9% |