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 | $770,792 | $107,791+615.1% | $90,645+750.3% | $135,375+469.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -5.82% | -0.90%-4.9pp | 1.88%-7.7pp | 519.73%-525.6pp |
| Employer contribution / active EE | $32,003 | $3,018+960.4% | $2,532+1164.0% | $4,779+569.7% |
| Participant deferral / active EE | $6,600 | $3,872+70.4% | $3,425+92.7% | $5,609+17.7% |
| Admin fee / account holder | $394 | $5,930-93.3% | $4,994-92.1% | $10,827-96.4% |