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 | $1,046,779 | $167,484+525.0% | $151,611+590.4% | $134,475+678.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -14.76% | 7.80%-22.6pp | 3.33%-18.1pp | 417.96%-432.7pp |
| Employer contribution / active EE | $32,908 | $6,829+381.9% | $6,166+433.7% | $4,740+594.3% |
| Participant deferral / active EE | $21,100 | $8,986+134.8% | $8,363+152.3% | $6,400+229.7% |
| Admin fee / account holder | $8,074 | $13,783-41.4% | $11,616-30.5% | $11,426-29.3% |