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 7-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 | $743,953 | $142,344+422.6% | $119,609+522.0% | $134,475+453.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -15.26% | -12.44%-2.8pp | -14.97%-0.3pp | 417.96%-433.2pp |
| Employer contribution / active EE | $13,519 | $5,222+158.9% | $4,232+219.4% | $4,740+185.2% |
| Participant deferral / active EE | $10,820 | $6,469+67.3% | $5,602+93.1% | $6,400+69.1% |
| Admin fee / account holder | $5,490 | $13,584-59.6% | $10,323-46.8% | $11,426-52.0% |