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 | $1,358,077 | $73,867+1738.5% | $143,757+844.7% | $68,494+1882.8% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -9.06% | 1.01%-10.1pp | -0.04%-9.0pp | -7.84%-1.2pp |
| Employer contribution / active EE | $31,395 | $3,184+886.0% | $4,951+534.1% | $2,596+1109.2% |
| Participant deferral / active EE | $22,350 | $3,384+560.4% | $5,637+296.5% | $4,027+455.0% |
| Admin fee / account holder | $2,314 | $5,755-59.8% | $14,673-84.2% | $5,403-57.2% |