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 | $604,475 | $167,484+260.9% | $151,611+298.7% | $134,475+349.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -15.43% | 7.80%-23.2pp | 3.33%-18.8pp | 417.96%-433.4pp |
| Employer contribution / active EE | $12,483 | $6,829+82.8% | $6,166+102.5% | $4,740+163.4% |
| Participant deferral / active EE | $18,643 | $8,986+107.5% | $8,363+122.9% | $6,400+191.3% |
| Admin fee / account holder | $1,199 | $13,783-91.3% | $11,616-89.7% | $11,426-89.5% |