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 | $1,630,266 | $167,307+874.4% | $143,757+1034.0% | $134,475+1112.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -15.28% | 0.46%-15.7pp | -0.04%-15.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $29,868 | $5,619+431.5% | $4,951+503.3% | $4,740+530.2% |
| Participant deferral / active EE | $15,833 | $6,446+145.6% | $5,637+180.9% | $6,400+147.4% |
| Admin fee / account holder | $301,353 | $18,088+1566.0% | $14,673+1953.8% | $11,426+2537.5% |