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 | $1,412,430 | $190,805+640.2% | $159,960+783.0% | $134,475+950.3% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -15.79% | 552.23%-568.0pp | 408.60%-424.4pp | 417.96%-433.8pp |
| Employer contribution / active EE | $17,525 | $4,995+250.8% | $4,226+314.7% | $4,740+269.8% |
| Participant deferral / active EE | $10,400 | $6,923+50.2% | $6,182+68.2% | $6,400+62.5% |
| Admin fee / account holder | $1,290 | $10,471-87.7% | $8,698-85.2% | $11,426-88.7% |