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 | $1,025,018 | $73,867+1287.7% | $143,757+613.0% | $68,494+1396.5% |
| Participation rate | 95.7% | 66.7%+29.0pp | 80.3%+15.4pp | 67.9%+27.8pp |
| Annual return | -18.13% | 1.01%-19.1pp | -0.04%-18.1pp | -7.84%-10.3pp |
| Employer contribution / active EE | $36,223 | $3,184+1037.6% | $4,951+631.6% | $2,596+1295.2% |
| Participant deferral / active EE | $20,312 | $3,384+500.2% | $5,637+260.3% | $4,027+404.4% |
| Admin fee / account holder | $28,685 | $5,755+398.5% | $14,673+95.5% | $5,403+430.9% |