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 | $689,473 | $167,307+312.1% | $143,757+379.6% | $134,475+412.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -10.44% | 0.46%-10.9pp | -0.04%-10.4pp | 417.96%-428.4pp |
| Employer contribution / active EE | $36,892 | $5,619+556.5% | $4,951+645.1% | $4,740+678.4% |
| Participant deferral / active EE | $20,472 | $6,446+217.6% | $5,637+263.2% | $6,400+219.9% |
| Admin fee / account holder | $26,385 | $18,088+45.9% | $14,673+79.8% | $11,426+130.9% |