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 | $881,793 | $167,307+427.1% | $143,757+513.4% | $134,475+555.7% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.69% | 0.46%-18.2pp | -0.04%-17.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $19,001 | $5,619+238.2% | $4,951+283.8% | $4,740+300.9% |
| Participant deferral / active EE | $25,375 | $6,446+293.7% | $5,637+350.1% | $6,400+296.5% |
| Admin fee / account holder | $206,190 | $18,088+1039.9% | $14,673+1305.2% | $11,426+1704.6% |