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 | $536,842 | $167,484+220.5% | $151,611+254.1% | $134,475+299.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.69% | 7.80%-23.5pp | 3.33%-19.0pp | 417.96%-433.7pp |
| Employer contribution / active EE | $19,670 | $6,829+188.0% | $6,166+219.0% | $4,740+315.0% |
| Participant deferral / active EE | $22,697 | $8,986+152.6% | $8,363+171.4% | $6,400+254.7% |
| Admin fee / account holder | $506,239 | $13,783+3573.0% | $11,616+4258.1% | $11,426+4330.6% |