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 | $444,276 | $100,754+340.9% | $86,677+412.6% | $134,475+230.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -6.36% | 29.04%-35.4pp | 35.91%-42.3pp | 417.96%-424.3pp |
| Employer contribution / active EE | $14,567 | $3,489+317.5% | $2,836+413.6% | $4,740+207.3% |
| Participant deferral / active EE | $7,780 | $5,338+45.7% | $4,656+67.1% | $6,400+21.6% |
| Admin fee / account holder | $48,036 | $10,926+339.6% | $7,493+541.1% | $11,426+320.4% |