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 | $1,184,133 | $73,867+1503.1% | $143,757+723.7% | $68,494+1628.8% |
| Participation rate | 91.7% | 66.7%+25.0pp | 80.3%+11.4pp | 67.9%+23.8pp |
| Annual return | -15.31% | 1.01%-16.3pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $37,307 | $3,184+1071.6% | $4,951+653.5% | $2,596+1336.9% |
| Participant deferral / active EE | $22,485 | $3,384+564.4% | $5,637+298.9% | $4,027+458.3% |
| Admin fee / account holder | $136,601 | $5,755+2273.8% | $14,673+831.0% | $5,403+2428.4% |