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 | $488,608 | $167,484+191.7% | $151,611+222.3% | $134,475+263.3% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.36% | 7.80%-19.2pp | 3.33%-14.7pp | 417.96%-429.3pp |
| Employer contribution / active EE | $17,054 | $6,829+149.7% | $6,166+176.6% | $4,740+259.8% |
| Participant deferral / active EE | $18,950 | $8,986+110.9% | $8,363+126.6% | $6,400+196.1% |
| Admin fee / account holder | $468 | $13,783-96.6% | $11,616-96.0% | $11,426-95.9% |