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 | $483,484 | $127,100+280.4% | $105,738+357.2% | $135,375+257.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -3.41% | 4.49%-7.9pp | 6.27%-9.7pp | 519.73%-523.1pp |
| Employer contribution / active EE | $22,200 | $4,107+440.6% | $3,268+579.2% | $4,779+364.5% |
| Participant deferral / active EE | $13,250 | $5,064+161.6% | $4,080+224.8% | $5,609+136.2% |
| Admin fee / account holder | $56,115 | $9,087+517.5% | $6,913+711.8% | $10,827+418.3% |