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 | $1,421,338 | $167,484+748.6% | $151,611+837.5% | $134,475+957.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.77% | 7.80%-19.6pp | 3.33%-15.1pp | 417.96%-429.7pp |
| Employer contribution / active EE | $4,500 | $6,829-34.1% | $6,166-27.0% | $4,740-5.1% |
| Participant deferral / active EE | $12,746 | $8,986+41.8% | $8,363+52.4% | $6,400+99.2% |
| Admin fee / account holder | $124,366 | $13,783+802.3% | $11,616+970.7% | $11,426+988.5% |