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 | $592,247 | $127,100+366.0% | $105,738+460.1% | $135,375+337.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | -7.55% | 4.49%-12.0pp | 6.27%-13.8pp | 519.73%-527.3pp |
| Employer contribution / active EE | $29,815 | $4,107+626.0% | $3,268+812.2% | $4,779+523.9% |
| Participant deferral / active EE | $15,929 | $5,064+214.5% | $4,080+290.4% | $5,609+184.0% |
| Admin fee / account holder | $13,184 | $9,087+45.1% | $6,913+90.7% | $10,827+21.8% |