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 | $1,568,044 | $95,862+1535.7% | $79,550+1871.2% | $134,475+1066.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -19.34% | -2.69%-16.7pp | 0.16%-19.5pp | 417.96%-437.3pp |
| Employer contribution / active EE | $9,917 | $3,128+217.0% | $2,413+311.0% | $4,740+109.2% |
| Participant deferral / active EE | $21,896 | $4,693+366.6% | $3,985+449.4% | $6,400+242.1% |
| Admin fee / account holder | $12,959 | $9,126+42.0% | $6,832+89.7% | $11,426+13.4% |