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 | $988,719 | $91,911+975.7% | $68,793+1337.2% | $135,375+630.4% |
| Participation rate | 100.0% | 76.7%+23.3pp | 72.2%+27.8pp | 82.6%+17.4pp |
| Annual return | 10.95% | -8.22%+19.2pp | -4.63%+15.6pp | 519.73%-508.8pp |
| Employer contribution / active EE | $31,773 | $3,924+709.8% | $2,625+1110.4% | $4,779+564.9% |
| Participant deferral / active EE | $1,200 | $4,315-72.2% | $3,311-63.8% | $5,609-78.6% |
| Admin fee / account holder | $205,047 | $9,240+2119.0% | $5,131+3896.6% | $10,827+1793.8% |