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 | $1,156,862 | $167,307+591.5% | $143,757+704.7% | $134,475+760.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.81% | 0.46%-16.3pp | -0.04%-15.8pp | 417.96%-433.8pp |
| Employer contribution / active EE | $34,914 | $5,619+521.3% | $4,951+605.2% | $4,740+636.6% |
| Participant deferral / active EE | $21,798 | $6,446+238.2% | $5,637+286.7% | $6,400+240.6% |
| Admin fee / account holder | $9,435 | $18,088-47.8% | $14,673-35.7% | $11,426-17.4% |