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 | $845,497 | $167,307+405.4% | $143,757+488.1% | $134,475+528.7% |
| Participation rate | 95.2% | 84.8%+10.4pp | 80.3%+14.9pp | 81.2%+14.0pp |
| Annual return | -15.63% | 0.46%-16.1pp | -0.04%-15.6pp | 417.96%-433.6pp |
| Employer contribution / active EE | $27,947 | $5,619+397.4% | $4,951+464.5% | $4,740+489.7% |
| Participant deferral / active EE | $16,602 | $6,446+157.6% | $5,637+194.5% | $6,400+159.4% |
| Admin fee / account holder | $151,649 | $18,088+738.4% | $14,673+933.5% | $11,426+1227.2% |