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 | $527,502 | $46,674+1030.2% | $117,472+349.0% | $68,494+670.1% |
| Participation rate | 100.0% | 56.8%+43.2pp | 70.6%+29.4pp | 67.9%+32.1pp |
| Annual return | -16.56% | -14.52%-2.0pp | 29.74%-46.3pp | -7.84%-8.7pp |
| Employer contribution / active EE | $16,958 | $1,505+1027.1% | $4,176+306.1% | $2,596+553.2% |
| Participant deferral / active EE | $12,475 | $2,636+373.2% | $4,070+206.5% | $4,027+209.8% |
| Admin fee / account holder | $33,240 | $4,020+726.9% | $5,645+488.9% | $5,403+515.2% |