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 | $656,991 | $48,265+1261.2% | $68,791+855.0% | $68,494+859.2% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -15.39% | -12.71%-2.7pp | -6.38%-9.0pp | -7.84%-7.5pp |
| Employer contribution / active EE | $28,628 | $1,829+1465.5% | $2,655+978.2% | $2,596+1002.6% |
| Participant deferral / active EE | $14,776 | $2,867+415.4% | $3,941+274.9% | $4,027+266.9% |
| Admin fee / account holder | $17,598 | $4,355+304.0% | $4,932+256.8% | $5,403+225.7% |