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 | $914,757 | $167,307+446.8% | $143,757+536.3% | $134,475+580.2% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -13.73% | 0.46%-14.2pp | -0.04%-13.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $21,671 | $5,619+285.7% | $4,951+337.7% | $4,740+357.2% |
| Participant deferral / active EE | $16,917 | $6,446+162.4% | $5,637+200.1% | $6,400+164.3% |
| Admin fee / account holder | $135,179 | $18,088+647.3% | $14,673+821.3% | $11,426+1083.1% |