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 | $1,110,503 | $167,484+563.1% | $151,611+632.5% | $134,475+725.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -20.49% | 7.80%-28.3pp | 3.33%-23.8pp | 417.96%-438.5pp |
| Employer contribution / active EE | $20,319 | $6,829+197.5% | $6,166+229.5% | $4,740+328.7% |
| Participant deferral / active EE | $14,738 | $8,986+64.0% | $8,363+76.2% | $6,400+130.3% |
| Admin fee / account holder | $796 | $13,783-94.2% | $11,616-93.1% | $11,426-93.0% |