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 | $629,114 | $167,307+276.0% | $143,757+337.6% | $134,475+367.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.03% | 0.46%-15.5pp | -0.04%-15.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $27,104 | $5,619+382.4% | $4,951+447.4% | $4,740+471.9% |
| Participant deferral / active EE | $13,930 | $6,446+116.1% | $5,637+147.1% | $6,400+117.7% |
| Admin fee / account holder | $149,302 | $18,088+725.4% | $14,673+917.5% | $11,426+1206.7% |