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 | $542,617 | $167,307+224.3% | $143,757+277.5% | $134,475+303.5% |
| Participation rate | 90.0% | 84.8%+5.2pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -17.81% | 0.46%-18.3pp | -0.04%-17.8pp | 417.96%-435.8pp |
| Employer contribution / active EE | $12,550 | $5,619+123.3% | $4,951+153.5% | $4,740+164.8% |
| Participant deferral / active EE | $11,101 | $6,446+72.2% | $5,637+96.9% | $6,400+73.5% |
| Admin fee / account holder | $84,371 | $18,088+366.4% | $14,673+475.0% | $11,426+638.4% |