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 | $486,523 | $167,307+190.8% | $143,757+238.4% | $134,475+261.8% |
| Participation rate | 93.8% | 84.8%+8.9pp | 80.3%+13.4pp | 81.2%+12.5pp |
| Annual return | -18.90% | 0.46%-19.4pp | -0.04%-18.9pp | 417.96%-436.9pp |
| Employer contribution / active EE | $29,136 | $5,619+418.5% | $4,951+488.5% | $4,740+514.7% |
| Participant deferral / active EE | $20,375 | $6,446+216.1% | $5,637+261.4% | $6,400+218.4% |
| Admin fee / account holder | $4,311 | $18,088-76.2% | $14,673-70.6% | $11,426-62.3% |