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 | $726,387 | $167,307+334.2% | $143,757+405.3% | $134,475+440.2% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.70% | 0.46%-19.2pp | -0.04%-18.7pp | 417.96%-436.7pp |
| Employer contribution / active EE | $32,714 | $5,619+482.2% | $4,951+560.8% | $4,740+590.2% |
| Participant deferral / active EE | $16,780 | $6,446+160.3% | $5,637+197.7% | $6,400+162.2% |
| Admin fee / account holder | $434,104 | $18,088+2299.9% | $14,673+2858.5% | $11,426+3699.3% |