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 | $1,123,080 | $48,265+2226.9% | $68,791+1532.6% | $68,494+1539.7% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -13.85% | -12.71%-1.1pp | -6.38%-7.5pp | -7.84%-6.0pp |
| Employer contribution / active EE | $23,547 | $1,829+1187.7% | $2,655+786.8% | $2,596+806.9% |
| Participant deferral / active EE | $15,636 | $2,867+445.5% | $3,941+296.7% | $4,027+288.3% |
| Admin fee / account holder | $58,629 | $4,355+1246.1% | $4,932+1088.8% | $5,403+985.2% |