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 | $581,014 | $175,600+230.9% | $129,110+350.0% | $134,475+332.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -14.02% | -11.39%-2.6pp | -10.94%-3.1pp | 417.96%-432.0pp |
| Employer contribution / active EE | $23,870 | $6,355+275.6% | $5,052+372.5% | $4,740+403.6% |
| Participant deferral / active EE | $17,101 | $7,975+114.4% | $6,542+161.4% | $6,400+167.2% |
| Admin fee / account holder | $116,657 | $23,567+395.0% | $14,302+715.7% | $11,426+921.0% |