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 | $566,497 | $127,386+344.7% | $115,037+392.4% | $125,391+351.8% |
| Participation rate | 100.0% | 84.2%+15.8pp | 81.4%+18.6pp | 83.2%+16.8pp |
| Annual return | -1.09% | 31.28%-32.4pp | 26.14%-27.2pp | 282.22%-283.3pp |
| Employer contribution / active EE | $29,688 | $5,166+474.7% | $4,608+544.3% | $4,866+510.1% |
| Participant deferral / active EE | $15,667 | $6,423+143.9% | $6,026+160.0% | $5,352+192.8% |
| Admin fee / account holder | $2,898 | $9,516-69.5% | $8,175-64.5% | $9,540-69.6% |