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 | $477,098 | $167,484+184.9% | $151,611+214.7% | $134,475+254.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -6.48% | 7.80%-14.3pp | 3.33%-9.8pp | 417.96%-424.4pp |
| Employer contribution / active EE | $19,318 | $6,829+182.9% | $6,166+213.3% | $4,740+307.6% |
| Participant deferral / active EE | $23,854 | $8,986+165.5% | $8,363+185.2% | $6,400+272.7% |
| Admin fee / account holder | $14,780 | $13,783+7.2% | $11,616+27.2% | $11,426+29.4% |