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 | $826,989 | $175,600+371.0% | $129,110+540.5% | $134,475+515.0% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -14.72% | -11.39%-3.3pp | -10.94%-3.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $12,200 | $6,355+92.0% | $5,052+141.5% | $4,740+157.4% |
| Participant deferral / active EE | $18,000 | $7,975+125.7% | $6,542+175.1% | $6,400+181.3% |
| Admin fee / account holder | $17,500 | $23,567-25.7% | $14,302+22.4% | $11,426+53.2% |