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 | $861,676 | $73,867+1066.5% | $143,757+499.4% | $68,494+1158.0% |
| Participation rate | 92.1% | 66.7%+25.4pp | 80.3%+11.8pp | 67.9%+24.2pp |
| Annual return | -14.53% | 1.01%-15.5pp | -0.04%-14.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $32,929 | $3,184+934.1% | $4,951+565.1% | $2,596+1168.3% |
| Participant deferral / active EE | $11,376 | $3,384+236.1% | $5,637+101.8% | $4,027+182.5% |
| Admin fee / account holder | $56,048 | $5,755+874.0% | $14,673+282.0% | $5,403+937.4% |