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 | $1,350,624 | $107,791+1153.0% | $90,645+1390.0% | $135,375+897.7% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -3.43% | -0.90%-2.5pp | 1.88%-5.3pp | 519.73%-523.2pp |
| Employer contribution / active EE | $23,016 | $3,018+662.6% | $2,532+809.1% | $4,779+381.6% |
| Participant deferral / active EE | $22,100 | $3,872+470.7% | $3,425+545.3% | $5,609+294.0% |
| Admin fee / account holder | $57,489 | $5,930+869.5% | $4,994+1051.2% | $10,827+431.0% |