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 | $1,183,137 | $82,286+1337.8% | $68,791+1619.9% | $134,475+779.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -11.48% | -2.19%-9.3pp | -6.38%-5.1pp | 417.96%-429.4pp |
| Employer contribution / active EE | $3,240 | $3,301-1.8% | $2,655+22.0% | $4,740-31.6% |
| Participant deferral / active EE | $4,100 | $4,739-13.5% | $3,941+4.0% | $6,400-35.9% |
| Admin fee / account holder | $21,190 | $6,481+227.0% | $4,932+329.7% | $11,426+85.5% |