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 | $865,662 | $76,000+1039.0% | $154,107+461.7% | $64,186+1248.7% |
| Participation rate | 97.8% | 70.4%+27.4pp | 83.0%+14.8pp | 69.6%+28.3pp |
| Annual return | -5.70% | 30.32%-36.0pp | 735.12%-740.8pp | 7.63%-13.3pp |
| Employer contribution / active EE | $34,551 | $3,351+931.1% | $5,298+552.2% | $2,381+1351.2% |
| Participant deferral / active EE | $19,885 | $3,175+526.3% | $5,081+291.4% | $3,470+473.1% |
| Admin fee / account holder | $26,594 | $5,596+375.2% | $13,411+98.3% | $4,888+444.1% |