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 | $1,383,369 | $77,813+1677.8% | $123,544+1019.7% | $64,186+2055.3% |
| Participation rate | 89.8% | 74.7%+15.1pp | 82.3%+7.5pp | 69.6%+20.2pp |
| Annual return | -5.12% | 12.48%-17.6pp | 119.20%-124.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $34,702 | $3,014+1051.4% | $4,628+649.9% | $2,381+1357.6% |
| Participant deferral / active EE | $21,740 | $5,240+314.9% | $6,426+238.3% | $3,470+526.6% |
| Admin fee / account holder | $52,292 | $5,519+847.5% | $9,284+463.3% | $4,888+969.8% |