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 | $582,617 | $167,307+248.2% | $143,757+305.3% | $134,475+333.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.22% | 0.46%-17.7pp | -0.04%-17.2pp | 417.96%-435.2pp |
| Employer contribution / active EE | $32,591 | $5,619+480.0% | $4,951+558.3% | $4,740+587.6% |
| Participant deferral / active EE | $22,359 | $6,446+246.9% | $5,637+296.6% | $6,400+249.4% |
| Admin fee / account holder | $6,504 | $18,088-64.0% | $14,673-55.7% | $11,426-43.1% |