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 | $1,011,666 | $73,867+1269.6% | $143,757+603.7% | $68,494+1377.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -14.99% | 1.01%-16.0pp | -0.04%-15.0pp | -7.84%-7.2pp |
| Employer contribution / active EE | $29,962 | $3,184+841.0% | $4,951+505.2% | $2,596+1054.0% |
| Participant deferral / active EE | $17,454 | $3,384+415.7% | $5,637+209.6% | $4,027+333.4% |
| Admin fee / account holder | $22,798 | $5,755+296.2% | $14,673+55.4% | $5,403+322.0% |