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 | $612,447 | $167,307+266.1% | $143,757+326.0% | $134,475+355.4% |
| Participation rate | 94.4% | 84.8%+9.6pp | 80.3%+14.1pp | 81.2%+13.2pp |
| Annual return | -18.49% | 0.46%-18.9pp | -0.04%-18.4pp | 417.96%-436.5pp |
| Employer contribution / active EE | $30,194 | $5,619+437.4% | $4,951+509.9% | $4,740+537.1% |
| Participant deferral / active EE | $18,861 | $6,446+192.6% | $5,637+234.6% | $6,400+194.7% |
| Admin fee / account holder | $2,180 | $18,088-87.9% | $14,673-85.1% | $11,426-80.9% |