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 | $723,682 | $129,942+456.9% | $104,294+593.9% | $134,475+438.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -11.81% | 42.03%-53.8pp | 24.61%-36.4pp | 417.96%-429.8pp |
| Employer contribution / active EE | $38,501 | $4,184+820.2% | $3,372+1041.9% | $4,740+712.3% |
| Participant deferral / active EE | $27,000 | $5,588+383.2% | $4,625+483.8% | $6,400+321.9% |
| Admin fee / account holder | $563 | $9,323-94.0% | $7,339-92.3% | $11,426-95.1% |