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 | $1,181,079 | $175,600+572.6% | $129,110+814.8% | $134,475+778.3% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.3%+22.7pp | 81.2%+18.8pp |
| Annual return | -17.35% | -11.39%-6.0pp | -10.94%-6.4pp | 417.96%-435.3pp |
| Employer contribution / active EE | $31,607 | $6,355+397.4% | $5,052+525.7% | $4,740+566.9% |
| Participant deferral / active EE | $12,806 | $7,975+60.6% | $6,542+95.7% | $6,400+100.1% |
| Admin fee / account holder | $268,617 | $23,567+1039.8% | $14,302+1778.2% | $11,426+2251.0% |