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 | $833,395 | $73,867+1028.2% | $143,757+479.7% | $68,494+1116.7% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -15.61% | 1.01%-16.6pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $38,163 | $3,184+1098.5% | $4,951+670.8% | $2,596+1369.9% |
| Participant deferral / active EE | $22,790 | $3,384+573.4% | $5,637+304.3% | $4,027+465.9% |
| Admin fee / account holder | $13,728 | $5,755+138.6% | $14,673-6.4% | $5,403+154.1% |