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 | $369,618 | $167,307+120.9% | $143,757+157.1% | $134,475+174.9% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.92% | 0.46%-20.4pp | -0.04%-19.9pp | 417.96%-437.9pp |
| Employer contribution / active EE | $27,698 | $5,619+392.9% | $4,951+459.4% | $4,740+484.4% |
| Participant deferral / active EE | $22,444 | $6,446+248.2% | $5,637+298.2% | $6,400+250.7% |
| Admin fee / account holder | $301,310 | $18,088+1565.8% | $14,673+1953.5% | $11,426+2537.1% |