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 | $875,262 | $167,484+422.6% | $151,611+477.3% | $134,475+550.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -13.68% | 7.80%-21.5pp | 3.33%-17.0pp | 417.96%-431.6pp |
| Employer contribution / active EE | $25,394 | $6,829+271.8% | $6,166+311.8% | $4,740+435.8% |
| Participant deferral / active EE | $20,552 | $8,986+128.7% | $8,363+145.7% | $6,400+221.1% |
| Admin fee / account holder | $29,692 | $13,783+115.4% | $11,616+155.6% | $11,426+159.9% |