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 | $575,620 | $167,307+244.1% | $143,757+300.4% | $134,475+328.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.85% | 0.46%-17.3pp | -0.04%-16.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $23,577 | $5,619+319.6% | $4,951+376.2% | $4,740+397.4% |
| Participant deferral / active EE | $18,240 | $6,446+183.0% | $5,637+223.6% | $6,400+185.0% |
| Admin fee / account holder | $5,333 | $18,088-70.5% | $14,673-63.7% | $11,426-53.3% |