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 | $910,359 | $167,307+444.1% | $143,757+533.3% | $134,475+577.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.72% | 0.46%-14.2pp | -0.04%-13.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $9,627 | $5,619+71.3% | $4,951+94.4% | $4,740+103.1% |
| Participant deferral / active EE | $8,098 | $6,446+25.6% | $5,637+43.6% | $6,400+26.5% |
| Admin fee / account holder | $38,000 | $18,088+110.1% | $14,673+159.0% | $11,426+232.6% |