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 | $360,201 | $175,600+105.1% | $129,110+179.0% | $134,475+167.9% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -17.19% | -11.39%-5.8pp | -10.94%-6.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $28,325 | $6,355+345.7% | $5,052+460.7% | $4,740+497.6% |
| Participant deferral / active EE | $15,659 | $7,975+96.3% | $6,542+139.4% | $6,400+144.7% |
| Admin fee / account holder | $36,460 | $23,567+54.7% | $14,302+154.9% | $11,426+219.1% |