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 | $536,893 | $167,307+220.9% | $143,757+273.5% | $134,475+299.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -12.57% | 0.46%-13.0pp | -0.04%-12.5pp | 417.96%-430.5pp |
| Employer contribution / active EE | $8,142 | $5,619+44.9% | $4,951+64.5% | $4,740+71.8% |
| Participant deferral / active EE | $19,763 | $6,446+206.6% | $5,637+250.6% | $6,400+208.8% |
| Admin fee / account holder | $21,002 | $18,088+16.1% | $14,673+43.1% | $11,426+83.8% |