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 | $845,754 | $142,344+494.2% | $119,609+607.1% | $134,475+528.9% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.13% | -12.44%+0.3pp | -14.97%+2.8pp | 417.96%-430.1pp |
| Employer contribution / active EE | $28,820 | $5,222+451.9% | $4,232+581.0% | $4,740+508.1% |
| Participant deferral / active EE | $21,000 | $6,469+224.6% | $5,602+274.9% | $6,400+228.1% |
| Admin fee / account holder | $333,333 | $13,584+2353.9% | $10,323+3128.9% | $11,426+2817.3% |