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 | $974,942 | $77,813+1152.9% | $123,544+689.1% | $64,186+1418.9% |
| Participation rate | 94.1% | 74.7%+19.4pp | 82.3%+11.8pp | 69.6%+24.5pp |
| Annual return | -4.45% | 12.48%-16.9pp | 119.20%-123.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $16,441 | $3,014+445.5% | $4,628+255.3% | $2,381+590.6% |
| Participant deferral / active EE | $9,127 | $5,240+74.2% | $6,426+42.0% | $3,470+163.1% |
| Admin fee / account holder | $23,558 | $5,519+326.9% | $9,284+153.8% | $4,888+382.0% |