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 | $1,044,657 | $92,222+1032.8% | $76,768+1260.8% | $135,375+671.7% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.72% | 5.46%-11.2pp | 2.43%-8.1pp | 519.73%-525.4pp |
| Employer contribution / active EE | $6,120 | $3,216+90.3% | $2,485+146.3% | $4,779+28.1% |
| Participant deferral / active EE | $24,500 | $4,509+443.4% | $3,852+536.1% | $5,609+336.8% |
| Admin fee / account holder | $77,854 | $10,748+624.3% | $6,675+1066.4% | $10,827+619.1% |