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 | $1,330,799 | $91,538+1353.8% | $129,995+923.7% | $75,163+1670.5% |
| Participation rate | 71.3% | 71.4%-0.2pp | 78.5%-7.2pp | 67.2%+4.1pp |
| Annual return | 27.66% | -631.11%+658.8pp | -137.18%+164.8pp | 160.62%-133.0pp |
| Employer contribution / active EE | $14,637 | $2,845+414.4% | $4,320+238.8% | $2,670+448.2% |
| Participant deferral / active EE | $0 | $4,341-100.0% | $5,820-100.0% | $4,125-100.0% |
| Admin fee / account holder | $51,011 | $6,790+651.2% | $10,614+380.6% | $5,651+802.7% |