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 | $709,506 | $211,958+234.7% | $169,463+318.7% | $135,375+424.1% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.52% | 3.26%-8.8pp | 1.83%-7.3pp | 519.73%-525.3pp |
| Employer contribution / active EE | $20,003 | $5,120+290.7% | $4,159+381.0% | $4,779+318.6% |
| Participant deferral / active EE | $17,581 | $6,075+189.4% | $5,277+233.2% | $5,609+213.4% |
| Admin fee / account holder | $38,197 | $11,471+233.0% | $9,109+319.3% | $10,827+252.8% |