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 | $1,177,465 | $105,860+1012.3% | $90,749+1197.5% | $134,475+775.6% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -10.14% | -11.01%+0.9pp | -12.16%+2.0pp | 417.96%-428.1pp |
| Employer contribution / active EE | $16,667 | $3,462+381.4% | $2,921+470.6% | $4,740+251.6% |
| Participant deferral / active EE | $14,833 | $5,216+184.4% | $4,564+225.0% | $6,400+131.8% |
| Admin fee / account holder | $73,863 | $13,938+429.9% | $8,445+774.7% | $11,426+546.5% |