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 | $749,004 | $82,286+810.2% | $68,791+988.8% | $134,475+457.0% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -9.81% | -2.19%-7.6pp | -6.38%-3.4pp | 417.96%-427.8pp |
| Employer contribution / active EE | $28,278 | $3,301+756.7% | $2,655+965.0% | $4,740+496.6% |
| Participant deferral / active EE | $15,774 | $4,739+232.9% | $3,941+300.2% | $6,400+146.5% |
| Admin fee / account holder | $12,694 | $6,481+95.9% | $4,932+157.4% | $11,426+11.1% |