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 | $499,075 | $175,600+184.2% | $129,110+286.6% | $134,475+271.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -14.78% | -11.39%-3.4pp | -10.94%-3.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $27,756 | $6,355+336.8% | $5,052+449.4% | $4,740+485.6% |
| Participant deferral / active EE | $13,663 | $7,975+71.3% | $6,542+108.8% | $6,400+113.5% |
| Admin fee / account holder | $2,991 | $23,567-87.3% | $14,302-79.1% | $11,426-73.8% |