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 | $886,569 | $73,867+1100.2% | $143,757+516.7% | $68,494+1194.4% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.29% | 1.01%-17.3pp | -0.04%-16.2pp | -7.84%-8.4pp |
| Employer contribution / active EE | $40,573 | $3,184+1174.2% | $4,951+719.5% | $2,596+1462.7% |
| Participant deferral / active EE | $20,097 | $3,384+493.8% | $5,637+256.5% | $4,027+399.0% |
| Admin fee / account holder | $135,935 | $5,755+2262.2% | $14,673+826.4% | $5,403+2416.0% |