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 | $1,729,915 | $167,307+934.0% | $143,757+1103.4% | $134,475+1186.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -19.02% | 0.46%-19.5pp | -0.04%-19.0pp | 417.96%-437.0pp |
| Employer contribution / active EE | $25,811 | $5,619+359.3% | $4,951+421.3% | $4,740+444.6% |
| Participant deferral / active EE | $20,341 | $6,446+215.6% | $5,637+260.8% | $6,400+217.8% |
| Admin fee / account holder | $4,271 | $18,088-76.4% | $14,673-70.9% | $11,426-62.6% |