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 8-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 | $785,464 | $133,958+486.4% | $112,228+599.9% | $134,475+484.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.86% | 47.11%-59.0pp | 27.45%-39.3pp | 417.96%-429.8pp |
| Employer contribution / active EE | $26,140 | $4,038+547.3% | $3,635+619.2% | $4,740+451.5% |
| Participant deferral / active EE | $13,490 | $5,291+155.0% | $4,728+185.3% | $6,400+110.8% |
| Admin fee / account holder | $7,124 | $7,489-4.9% | $6,410+11.1% | $11,426-37.7% |