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 | $676,989 | $167,307+304.6% | $143,757+370.9% | $134,475+403.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.57% | 0.46%-11.0pp | -0.04%-10.5pp | 417.96%-428.5pp |
| Employer contribution / active EE | $12,397 | $5,619+120.6% | $4,951+150.4% | $4,740+161.6% |
| Participant deferral / active EE | $12,135 | $6,446+88.3% | $5,637+115.3% | $6,400+89.6% |
| Admin fee / account holder | $264,776 | $18,088+1363.8% | $14,673+1704.5% | $11,426+2217.3% |