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 | $518,808 | $167,307+210.1% | $143,757+260.9% | $134,475+285.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -8.86% | 0.46%-9.3pp | -0.04%-8.8pp | 417.96%-426.8pp |
| Employer contribution / active EE | $65,279 | $5,619+1061.7% | $4,951+1218.5% | $4,740+1277.3% |
| Participant deferral / active EE | $24,301 | $6,446+277.0% | $5,637+331.1% | $6,400+279.7% |
| Admin fee / account holder | $3,256,697 | $18,088+17904.5% | $14,673+22095.4% | $11,426+28402.7% |