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 | $2,211,288 | $167,307+1221.7% | $143,757+1438.2% | $134,475+1544.4% |
| Participation rate | 73.3% | 84.8%-11.5pp | 80.3%-7.0pp | 81.2%-7.9pp |
| Annual return | -9.81% | 0.46%-10.3pp | -0.04%-9.8pp | 417.96%-427.8pp |
| Employer contribution / active EE | $17,183 | $5,619+205.8% | $4,951+247.1% | $4,740+262.5% |
| Participant deferral / active EE | $15,333 | $6,446+137.9% | $5,637+172.0% | $6,400+139.6% |
| Admin fee / account holder | $4,967 | $18,088-72.5% | $14,673-66.1% | $11,426-56.5% |