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 9-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 | $1,569,480 | $531,693+195.2% | $819,737+91.5% | $531,693+195.2% |
| Participation rate | 100.0% | 85.7%+14.3pp | 66.7%+33.3pp | 85.7%+14.3pp |
| Annual return | -15.21% | -13.27%-1.9pp | -12.65%-2.6pp | -13.27%-1.9pp |
| Employer contribution / active EE | $37,500 | $26,843+39.7% | $12,872+191.3% | $26,843+39.7% |
| Participant deferral / active EE | $27,000 | $7,797+246.3% | $9,000+200.0% | $7,797+246.3% |
| Admin fee / account holder | $65,468 | $75,116-12.8% | $32,963+98.6% | $75,116-12.8% |