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 | $1,417,237 | $211,958+568.6% | $169,463+736.3% | $135,375+946.9% |
| Participation rate | 87.5% | 82.6%+4.9pp | 77.8%+9.7pp | 82.6%+4.9pp |
| Annual return | -1.09% | 3.26%-4.4pp | 1.83%-2.9pp | 519.73%-520.8pp |
| Employer contribution / active EE | $29,031 | $5,120+467.1% | $4,159+598.0% | $4,779+507.5% |
| Participant deferral / active EE | $7,398 | $6,075+21.8% | $5,277+40.2% | $5,609+31.9% |
| Admin fee / account holder | $171,227 | $11,471+1392.7% | $9,109+1779.7% | $10,827+1481.5% |