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 | $1,189,443 | $167,484+610.2% | $151,611+684.5% | $134,475+784.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.77% | 7.80%-19.6pp | 3.33%-15.1pp | 417.96%-429.7pp |
| Employer contribution / active EE | $9,935 | $6,829+45.5% | $6,166+61.1% | $4,740+109.6% |
| Participant deferral / active EE | $8,976 | $8,986-0.1% | $8,363+7.3% | $6,400+40.3% |
| Admin fee / account holder | $50,297 | $13,783+264.9% | $11,616+333.0% | $11,426+340.2% |