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 | $954,170 | $73,867+1191.7% | $143,757+563.7% | $68,494+1293.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -4.13% | 1.01%-5.1pp | -0.04%-4.1pp | -7.84%+3.7pp |
| Employer contribution / active EE | $33,949 | $3,184+966.2% | $4,951+585.7% | $2,596+1207.6% |
| Participant deferral / active EE | $22,653 | $3,384+569.3% | $5,637+301.9% | $4,027+462.5% |
| Admin fee / account holder | $4,148 | $5,755-27.9% | $14,673-71.7% | $5,403-23.2% |