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 7-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 | $704,207 | $167,484+320.5% | $151,611+364.5% | $134,475+423.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.33% | 7.80%-23.1pp | 3.33%-18.7pp | 417.96%-433.3pp |
| Employer contribution / active EE | $13,058 | $6,829+91.2% | $6,166+111.8% | $4,740+175.5% |
| Participant deferral / active EE | $12,375 | $8,986+37.7% | $8,363+48.0% | $6,400+93.4% |
| Admin fee / account holder | $2,487 | $13,783-82.0% | $11,616-78.6% | $11,426-78.2% |