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 | $677,738 | $175,600+286.0% | $129,110+424.9% | $134,475+404.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -10.38% | -11.39%+1.0pp | -10.94%+0.6pp | 417.96%-428.3pp |
| Employer contribution / active EE | $20,250 | $6,355+218.7% | $5,052+300.9% | $4,740+327.2% |
| Participant deferral / active EE | $13,500 | $7,975+69.3% | $6,542+106.4% | $6,400+110.9% |
| Admin fee / account holder | $4,678 | $23,567-80.2% | $14,302-67.3% | $11,426-59.1% |