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 9-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 | $1,029,119 | $76,000+1254.1% | $154,107+567.8% | $64,186+1503.4% |
| Participation rate | 96.0% | 70.4%+25.6pp | 83.0%+13.0pp | 69.6%+26.4pp |
| Annual return | -5.77% | 30.32%-36.1pp | 735.12%-740.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $1,012 | $3,351-69.8% | $5,298-80.9% | $2,381-57.5% |
| Participant deferral / active EE | $19,026 | $3,175+499.2% | $5,081+274.5% | $3,470+448.4% |
| Admin fee / account holder | $77,092 | $5,596+1277.6% | $13,411+474.8% | $4,888+1477.2% |