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 | $832,542 | $175,600+374.1% | $129,110+544.8% | $134,475+519.1% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -8.92% | -11.39%+2.5pp | -10.94%+2.0pp | 417.96%-426.9pp |
| Employer contribution / active EE | $11,596 | $6,355+82.5% | $5,052+129.5% | $4,740+144.7% |
| Participant deferral / active EE | $12,413 | $7,975+55.6% | $6,542+89.7% | $6,400+94.0% |
| Admin fee / account holder | $77,854 | $23,567+230.4% | $14,302+444.4% | $11,426+581.4% |