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 8-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 | $832,482 | $73,867+1027.0% | $143,757+479.1% | $68,494+1115.4% |
| Participation rate | 96.4% | 66.7%+29.8pp | 80.3%+16.1pp | 67.9%+28.5pp |
| Annual return | -18.04% | 1.01%-19.1pp | -0.04%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $31,625 | $3,184+893.2% | $4,951+538.8% | $2,596+1118.1% |
| Participant deferral / active EE | $20,612 | $3,384+509.0% | $5,637+265.7% | $4,027+411.8% |
| Admin fee / account holder | $173,663 | $5,755+2917.8% | $14,673+1083.6% | $5,403+3114.4% |