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 | $581,604 | $211,958+174.4% | $169,463+243.2% | $135,375+329.6% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -5.57% | 3.26%-8.8pp | 1.83%-7.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $36,412 | $5,120+611.2% | $4,159+775.5% | $4,779+661.9% |
| Participant deferral / active EE | $24,500 | $6,075+303.3% | $5,277+364.3% | $5,609+336.8% |
| Admin fee / account holder | $44,601 | $11,471+288.8% | $9,109+389.6% | $10,827+311.9% |