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 | $622,166 | $127,100+389.5% | $105,738+488.4% | $135,375+359.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.83% | 4.49%-12.3pp | 6.27%-14.1pp | 519.73%-527.6pp |
| Employer contribution / active EE | $24,073 | $4,107+486.2% | $3,268+636.6% | $4,779+403.7% |
| Participant deferral / active EE | $18,500 | $5,064+265.3% | $4,080+353.4% | $5,609+229.8% |
| Admin fee / account holder | $9,700 | $9,087+6.7% | $6,913+40.3% | $10,827-10.4% |