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 | $647,477 | $167,307+287.0% | $143,757+350.4% | $134,475+381.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.78% | 0.46%-14.2pp | -0.04%-13.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $17,961 | $5,619+219.6% | $4,951+262.8% | $4,740+278.9% |
| Participant deferral / active EE | $23,100 | $6,446+258.4% | $5,637+309.8% | $6,400+261.0% |
| Admin fee / account holder | $102,284 | $18,088+465.5% | $14,673+597.1% | $11,426+795.2% |