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 | $573,802 | $44,850+1179.4% | $60,547+847.7% | $59,632+862.2% |
| Participation rate | 88.9% | 59.5%+29.4pp | 68.0%+20.9pp | 68.7%+20.2pp |
| Annual return | -1.01% | 1074.14%-1075.1pp | 335.64%-336.7pp | 2041.28%-2042.3pp |
| Employer contribution / active EE | $22,815 | $1,462+1460.7% | $2,419+843.0% | $2,203+935.8% |
| Participant deferral / active EE | $11,333 | $2,230+408.3% | $3,328+240.6% | $3,192+255.1% |
| Admin fee / account holder | $12,122 | $3,635+233.4% | $4,536+167.2% | $4,297+182.1% |