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 | $871,159 | $167,484+420.1% | $151,611+474.6% | $134,475+547.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -18.60% | 7.80%-26.4pp | 3.33%-21.9pp | 417.96%-436.6pp |
| Employer contribution / active EE | $21,610 | $6,829+216.4% | $6,166+250.5% | $4,740+355.9% |
| Participant deferral / active EE | $15,000 | $8,986+66.9% | $8,363+79.4% | $6,400+134.4% |
| Admin fee / account holder | $78,461 | $13,783+469.3% | $11,616+575.5% | $11,426+586.7% |