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 | $1,050,715 | $73,867+1322.4% | $143,757+630.9% | $68,494+1434.0% |
| Participation rate | 96.2% | 66.7%+29.5pp | 80.3%+15.8pp | 67.9%+28.3pp |
| Annual return | -16.61% | 1.01%-17.6pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $49,329 | $3,184+1449.2% | $4,951+896.4% | $2,596+1800.0% |
| Participant deferral / active EE | $3,437 | $3,384+1.5% | $5,637-39.0% | $4,027-14.7% |
| Admin fee / account holder | $180,850 | $5,755+3042.7% | $14,673+1132.6% | $5,403+3247.4% |