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 | $604,878 | $48,265+1153.2% | $68,791+779.3% | $68,494+783.1% |
| Participation rate | 97.5% | 60.7%+36.8pp | 69.0%+28.5pp | 67.9%+29.6pp |
| Annual return | -18.76% | -12.71%-6.1pp | -6.38%-12.4pp | -7.84%-10.9pp |
| Employer contribution / active EE | $18,013 | $1,829+885.1% | $2,655+578.4% | $2,596+593.8% |
| Participant deferral / active EE | $17,047 | $2,867+494.7% | $3,941+332.5% | $4,027+323.3% |
| Admin fee / account holder | $54,888 | $4,355+1160.2% | $4,932+1012.9% | $5,403+915.9% |