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 | $847,419 | $167,484+406.0% | $151,611+458.9% | $134,475+530.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.61% | 7.80%-20.4pp | 3.33%-15.9pp | 417.96%-430.6pp |
| Employer contribution / active EE | $3,648 | $6,829-46.6% | $6,166-40.8% | $4,740-23.0% |
| Participant deferral / active EE | $10,888 | $8,986+21.2% | $8,363+30.2% | $6,400+70.1% |
| Admin fee / account holder | $55,777 | $13,783+304.7% | $11,616+380.2% | $11,426+388.2% |