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 | $648,607 | $167,484+287.3% | $151,611+327.8% | $134,475+382.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.82% | 7.80%-27.6pp | 3.33%-23.2pp | 417.96%-437.8pp |
| Employer contribution / active EE | $20,166 | $6,829+195.3% | $6,166+227.1% | $4,740+325.5% |
| Participant deferral / active EE | $10,764 | $8,986+19.8% | $8,363+28.7% | $6,400+68.2% |
| Admin fee / account holder | $5,529 | $13,783-59.9% | $11,616-52.4% | $11,426-51.6% |