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 | $603,518 | $167,307+260.7% | $143,757+319.8% | $134,475+348.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.52% | 0.46%-16.0pp | -0.04%-15.5pp | 417.96%-433.5pp |
| Employer contribution / active EE | $32,667 | $5,619+481.3% | $4,951+559.8% | $4,740+589.2% |
| Participant deferral / active EE | $21,600 | $6,446+235.1% | $5,637+283.2% | $6,400+237.5% |
| Admin fee / account holder | $2,791 | $18,088-84.6% | $14,673-81.0% | $11,426-75.6% |