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 | $835,774 | $167,307+399.5% | $143,757+481.4% | $134,475+521.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.72% | 0.46%-18.2pp | -0.04%-17.7pp | 417.96%-435.7pp |
| Employer contribution / active EE | $18,753 | $5,619+233.7% | $4,951+278.8% | $4,740+295.7% |
| Participant deferral / active EE | $12,524 | $6,446+94.3% | $5,637+122.2% | $6,400+95.7% |
| Admin fee / account holder | $30,516 | $18,088+68.7% | $14,673+108.0% | $11,426+167.1% |