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 | $470,825 | $167,484+181.1% | $151,611+210.5% | $134,475+250.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -19.55% | 7.80%-27.3pp | 3.33%-22.9pp | 417.96%-437.5pp |
| Employer contribution / active EE | $21,746 | $6,829+218.4% | $6,166+252.7% | $4,740+358.8% |
| Participant deferral / active EE | $15,570 | $8,986+73.3% | $8,363+86.2% | $6,400+143.3% |
| Admin fee / account holder | $17,002 | $13,783+23.4% | $11,616+46.4% | $11,426+48.8% |