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 | $1,400,384 | $167,307+737.0% | $143,757+874.1% | $134,475+941.4% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -11.61% | 0.46%-12.1pp | -0.04%-11.6pp | 417.96%-429.6pp |
| Employer contribution / active EE | $33,664 | $5,619+499.1% | $4,951+580.0% | $4,740+610.3% |
| Participant deferral / active EE | $20,357 | $6,446+215.8% | $5,637+261.1% | $6,400+218.1% |
| Admin fee / account holder | $539,414 | $18,088+2882.1% | $14,673+3576.3% | $11,426+4621.0% |