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 | $2,169,728 | $167,307+1196.9% | $143,757+1409.3% | $134,475+1513.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -13.71% | 0.46%-14.2pp | -0.04%-13.7pp | 417.96%-431.7pp |
| Employer contribution / active EE | $21,573 | $5,619+283.9% | $4,951+335.7% | $4,740+355.2% |
| Participant deferral / active EE | $31,903 | $6,446+394.9% | $5,637+466.0% | $6,400+398.5% |
| Admin fee / account holder | $480,659 | $18,088+2557.3% | $14,673+3175.8% | $11,426+4106.7% |