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 | $519,190 | $167,307+210.3% | $143,757+261.2% | $134,475+286.1% |
| Participation rate | 92.9% | 84.8%+8.0pp | 80.3%+12.6pp | 81.2%+11.6pp |
| Annual return | -11.24% | 0.46%-11.7pp | -0.04%-11.2pp | 417.96%-429.2pp |
| Employer contribution / active EE | $35,681 | $5,619+535.0% | $4,951+620.7% | $4,740+652.8% |
| Participant deferral / active EE | $20,219 | $6,446+213.7% | $5,637+258.7% | $6,400+215.9% |
| Admin fee / account holder | $247,106 | $18,088+1266.1% | $14,673+1584.1% | $11,426+2062.7% |