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 | $847,226 | $167,307+406.4% | $143,757+489.3% | $134,475+530.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.22% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $24,407 | $5,619+334.3% | $4,951+393.0% | $4,740+414.9% |
| Participant deferral / active EE | $15,357 | $6,446+138.3% | $5,637+172.4% | $6,400+140.0% |
| Admin fee / account holder | $9,105 | $18,088-49.7% | $14,673-37.9% | $11,426-20.3% |