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 | $1,134,418 | $167,307+578.0% | $143,757+689.1% | $134,475+743.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.04% | 0.46%-15.5pp | -0.04%-15.0pp | 417.96%-433.0pp |
| Employer contribution / active EE | $14,413 | $5,619+156.5% | $4,951+191.1% | $4,740+204.1% |
| Participant deferral / active EE | $9,581 | $6,446+48.6% | $5,637+70.0% | $6,400+49.7% |
| Admin fee / account holder | $8,445 | $18,088-53.3% | $14,673-42.4% | $11,426-26.1% |