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 | $1,454,531 | $167,307+769.4% | $143,757+911.8% | $134,475+981.6% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -6.47% | 0.46%-6.9pp | -0.04%-6.4pp | 417.96%-424.4pp |
| Employer contribution / active EE | $32,450 | $5,619+477.5% | $4,951+555.4% | $4,740+584.6% |
| Participant deferral / active EE | $31,100 | $6,446+382.5% | $5,637+451.7% | $6,400+386.0% |
| Admin fee / account holder | $217,097 | $18,088+1100.2% | $14,673+1379.6% | $11,426+1800.0% |