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 9-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 | $699,108 | $167,307+317.9% | $143,757+386.3% | $134,475+419.9% |
| Participation rate | 90.5% | 84.8%+5.7pp | 80.3%+10.2pp | 81.2%+9.3pp |
| Annual return | -13.77% | 0.46%-14.2pp | -0.04%-13.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $11,792 | $5,619+109.9% | $4,951+138.2% | $4,740+148.8% |
| Participant deferral / active EE | $24,875 | $6,446+285.9% | $5,637+341.3% | $6,400+288.7% |
| Admin fee / account holder | $266,812 | $18,088+1375.1% | $14,673+1718.4% | $11,426+2235.2% |