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 | $637,286 | $142,344+347.7% | $119,609+432.8% | $134,475+373.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -14.61% | -12.44%-2.2pp | -14.97%+0.4pp | 417.96%-432.6pp |
| Employer contribution / active EE | $33,043 | $5,222+532.8% | $4,232+680.8% | $4,740+597.2% |
| Participant deferral / active EE | $23,750 | $6,469+267.1% | $5,602+324.0% | $6,400+271.1% |
| Admin fee / account holder | $14,379 | $13,584+5.9% | $10,323+39.3% | $11,426+25.8% |