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 | $660,572 | $99,032+567.0% | $80,019+725.5% | $135,375+388.0% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -8.38% | 15.39%-23.8pp | 11.22%-19.6pp | 519.73%-528.1pp |
| Employer contribution / active EE | $32,207 | $3,043+958.3% | $2,468+1205.0% | $4,779+574.0% |
| Participant deferral / active EE | $12,518 | $4,282+192.3% | $3,686+239.6% | $5,609+123.2% |
| Admin fee / account holder | $21,000 | $10,436+101.2% | $6,521+222.0% | $10,827+94.0% |