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 | $526,829 | $167,307+214.9% | $143,757+266.5% | $134,475+291.8% |
| Participation rate | 86.4% | 84.8%+1.6pp | 80.3%+6.1pp | 81.2%+5.1pp |
| Annual return | -19.81% | 0.46%-20.3pp | -0.04%-19.8pp | 417.96%-437.8pp |
| Employer contribution / active EE | $20,175 | $5,619+259.0% | $4,951+307.5% | $4,740+325.7% |
| Participant deferral / active EE | $14,677 | $6,446+127.7% | $5,637+160.4% | $6,400+129.3% |
| Admin fee / account holder | $4,066 | $18,088-77.5% | $14,673-72.3% | $11,426-64.4% |