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 | $745,735 | $167,307+345.7% | $143,757+418.7% | $134,475+454.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.15% | 0.46%-18.6pp | -0.04%-18.1pp | 417.96%-436.1pp |
| Employer contribution / active EE | $20,539 | $5,619+265.5% | $4,951+314.9% | $4,740+333.4% |
| Participant deferral / active EE | $11,200 | $6,446+73.8% | $5,637+98.7% | $6,400+75.0% |
| Admin fee / account holder | $20,711 | $18,088+14.5% | $14,673+41.2% | $11,426+81.3% |