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 | $946,774 | $167,307+465.9% | $143,757+558.6% | $134,475+604.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.55% | 0.46%-14.0pp | -0.04%-13.5pp | 417.96%-431.5pp |
| Employer contribution / active EE | $13,811 | $5,619+145.8% | $4,951+179.0% | $4,740+191.4% |
| Participant deferral / active EE | $15,621 | $6,446+142.3% | $5,637+177.1% | $6,400+144.1% |
| Admin fee / account holder | $38,296 | $18,088+111.7% | $14,673+161.0% | $11,426+235.2% |