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 7-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 | $439,156 | $175,600+150.1% | $129,110+240.1% | $134,475+226.6% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -18.69% | -11.39%-7.3pp | -10.94%-7.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $37,500 | $6,355+490.1% | $5,052+642.3% | $4,740+691.2% |
| Participant deferral / active EE | $28,000 | $7,975+251.1% | $6,542+328.0% | $6,400+337.5% |
| Admin fee / account holder | $16,697 | $23,567-29.2% | $14,302+16.7% | $11,426+46.1% |