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 | $457,555 | $167,307+173.5% | $143,757+218.3% | $134,475+240.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -18.20% | 0.46%-18.7pp | -0.04%-18.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $41,308 | $5,619+635.1% | $4,951+734.3% | $4,740+771.5% |
| Participant deferral / active EE | $25,688 | $6,446+298.5% | $5,637+355.7% | $6,400+301.4% |
| Admin fee / account holder | $58,173 | $18,088+221.6% | $14,673+296.5% | $11,426+409.1% |