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 | $1,102,057 | $73,867+1391.9% | $143,757+666.6% | $68,494+1509.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -5.44% | 1.01%-6.4pp | -0.04%-5.4pp | -7.84%+2.4pp |
| Employer contribution / active EE | $29,480 | $3,184+825.8% | $4,951+495.4% | $2,596+1035.5% |
| Participant deferral / active EE | $17,356 | $3,384+412.8% | $5,637+207.9% | $4,027+331.0% |
| Admin fee / account holder | $60,652 | $5,755+954.0% | $14,673+313.4% | $5,403+1022.6% |