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 | $1,211,659 | $97,757+1139.5% | $83,848+1345.1% | $135,375+795.0% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -6.42% | 1287.37%-1293.8pp | 850.88%-857.3pp | 519.73%-526.2pp |
| Employer contribution / active EE | $17,907 | $4,222+324.2% | $3,631+393.2% | $4,779+274.7% |
| Participant deferral / active EE | $11,562 | $4,682+146.9% | $4,082+183.3% | $5,609+106.1% |
| Admin fee / account holder | $6,733 | $6,674+0.9% | $5,478+22.9% | $10,827-37.8% |