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 | $1,158,914 | $167,307+592.7% | $143,757+706.2% | $134,475+761.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -14.45% | 0.46%-14.9pp | -0.04%-14.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $37,272 | $5,619+563.3% | $4,951+652.8% | $4,740+686.4% |
| Participant deferral / active EE | $21,072 | $6,446+226.9% | $5,637+273.8% | $6,400+229.3% |
| Admin fee / account holder | $10,849 | $18,088-40.0% | $14,673-26.1% | $11,426-5.0% |