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 | $1,560,225 | $138,065+1030.1% | $123,544+1162.9% | $135,375+1052.5% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -7.72% | 153.68%-161.4pp | 119.20%-126.9pp | 519.73%-527.5pp |
| Employer contribution / active EE | $14,316 | $5,151+177.9% | $4,628+209.3% | $4,779+199.6% |
| Participant deferral / active EE | $11,480 | $6,799+68.8% | $6,426+78.7% | $5,609+104.7% |
| Admin fee / account holder | $39,132 | $10,916+258.5% | $9,284+321.5% | $10,827+261.4% |