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 | $1,232,799 | $97,044+1170.4% | $83,333+1379.4% | $135,375+810.7% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -3.29% | 12.31%-15.6pp | 10.63%-13.9pp | 519.73%-523.0pp |
| Employer contribution / active EE | $44,900 | $4,143+983.8% | $3,379+1229.0% | $4,779+839.6% |
| Participant deferral / active EE | $13,100 | $5,964+119.6% | $5,565+135.4% | $5,609+133.6% |
| Admin fee / account holder | $49,165 | $8,380+486.7% | $7,510+554.6% | $10,827+354.1% |