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 | $1,315,072 | $73,867+1680.3% | $143,757+814.8% | $68,494+1820.0% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -14.64% | 1.01%-15.7pp | -0.04%-14.6pp | -7.84%-6.8pp |
| Employer contribution / active EE | $39,722 | $3,184+1147.5% | $4,951+702.3% | $2,596+1430.0% |
| Participant deferral / active EE | $23,173 | $3,384+584.7% | $5,637+311.1% | $4,027+475.4% |
| Admin fee / account holder | $203,083 | $5,755+3429.1% | $14,673+1284.1% | $5,403+3658.9% |