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 | $1,400,572 | $167,484+736.2% | $151,611+823.8% | $134,475+941.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -12.95% | 7.80%-20.7pp | 3.33%-16.3pp | 417.96%-430.9pp |
| Employer contribution / active EE | $26,246 | $6,829+284.3% | $6,166+325.7% | $4,740+453.8% |
| Participant deferral / active EE | $20,622 | $8,986+129.5% | $8,363+146.6% | $6,400+222.2% |
| Admin fee / account holder | $4,074 | $13,783-70.4% | $11,616-64.9% | $11,426-64.3% |