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 | $1,010,373 | $142,344+609.8% | $119,609+744.7% | $134,475+651.3% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -18.35% | -12.44%-5.9pp | -14.97%-3.4pp | 417.96%-436.3pp |
| Employer contribution / active EE | $36,691 | $5,222+602.6% | $4,232+767.0% | $4,740+674.1% |
| Participant deferral / active EE | $8,667 | $6,469+34.0% | $5,602+54.7% | $6,400+35.4% |
| Admin fee / account holder | $21,190 | $13,584+56.0% | $10,323+105.3% | $11,426+85.5% |