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 | $518,347 | $167,307+209.8% | $143,757+260.6% | $134,475+285.5% |
| Participation rate | 90.9% | 84.8%+6.1pp | 80.3%+10.6pp | 81.2%+9.7pp |
| Annual return | -19.50% | 0.46%-20.0pp | -0.04%-19.5pp | 417.96%-437.5pp |
| Employer contribution / active EE | $19,092 | $5,619+239.8% | $4,951+285.6% | $4,740+302.8% |
| Participant deferral / active EE | $21,176 | $6,446+228.5% | $5,637+275.7% | $6,400+230.9% |
| Admin fee / account holder | $17,068 | $18,088-5.6% | $14,673+16.3% | $11,426+49.4% |