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 | $502,203 | $167,307+200.2% | $143,757+249.3% | $134,475+273.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.22% | 0.46%-16.7pp | -0.04%-16.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $19,837 | $5,619+253.0% | $4,951+300.7% | $4,740+318.5% |
| Participant deferral / active EE | $18,422 | $6,446+185.8% | $5,637+226.8% | $6,400+187.9% |
| Admin fee / account holder | $20,540 | $18,088+13.6% | $14,673+40.0% | $11,426+79.8% |