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 | $1,211,712 | $167,307+624.2% | $143,757+742.9% | $134,475+801.1% |
| Participation rate | 81.8% | 84.8%-3.0pp | 80.3%+1.5pp | 81.2%+0.6pp |
| Annual return | -19.12% | 0.46%-19.6pp | -0.04%-19.1pp | 417.96%-437.1pp |
| Employer contribution / active EE | $33,990 | $5,619+504.9% | $4,951+586.5% | $4,740+617.1% |
| Participant deferral / active EE | $19,689 | $6,446+205.5% | $5,637+249.3% | $6,400+207.7% |
| Admin fee / account holder | $8,519 | $18,088-52.9% | $14,673-41.9% | $11,426-25.4% |