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 | $482,978 | $167,307+188.7% | $143,757+236.0% | $134,475+259.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.75% | 0.46%-16.2pp | -0.04%-15.7pp | 417.96%-433.7pp |
| Employer contribution / active EE | $8,219 | $5,619+46.3% | $4,951+66.0% | $4,740+73.4% |
| Participant deferral / active EE | $10,771 | $6,446+67.1% | $5,637+91.1% | $6,400+68.3% |
| Admin fee / account holder | $19,526 | $18,088+7.9% | $14,673+33.1% | $11,426+70.9% |