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 | $1,249,263 | $167,307+646.7% | $143,757+769.0% | $134,475+829.0% |
| Participation rate | 85.7% | 84.8%+0.9pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -18.25% | 0.46%-18.7pp | -0.04%-18.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $14,499 | $5,619+158.0% | $4,951+192.9% | $4,740+205.9% |
| Participant deferral / active EE | $9,120 | $6,446+41.5% | $5,637+61.8% | $6,400+42.5% |
| Admin fee / account holder | $1,865 | $18,088-89.7% | $14,673-87.3% | $11,426-83.7% |