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 | $886,044 | $167,484+429.0% | $151,611+484.4% | $134,475+558.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.58% | 7.80%-26.4pp | 3.33%-21.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $27,775 | $6,829+306.7% | $6,166+350.5% | $4,740+486.0% |
| Participant deferral / active EE | $22,200 | $8,986+147.1% | $8,363+165.4% | $6,400+246.9% |
| Admin fee / account holder | $20,792 | $13,783+50.9% | $11,616+79.0% | $11,426+82.0% |