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 | $959,475 | $167,307+473.5% | $143,757+567.4% | $134,475+613.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.59% | 0.46%-18.1pp | -0.04%-17.5pp | 417.96%-435.6pp |
| Employer contribution / active EE | $22,026 | $5,619+292.0% | $4,951+344.9% | $4,740+364.7% |
| Participant deferral / active EE | $14,839 | $6,446+130.2% | $5,637+163.2% | $6,400+131.9% |
| Admin fee / account holder | $33,057 | $18,088+82.8% | $14,673+125.3% | $11,426+189.3% |