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 | $1,306,523 | $167,307+680.9% | $143,757+808.8% | $134,475+871.6% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | -7.09% | 0.46%-7.5pp | -0.04%-7.0pp | 417.96%-425.0pp |
| Employer contribution / active EE | $18,538 | $5,619+229.9% | $4,951+274.4% | $4,740+291.1% |
| Participant deferral / active EE | $7,563 | $6,446+17.3% | $5,637+34.2% | $6,400+18.2% |
| Admin fee / account holder | $65,177 | $18,088+260.3% | $14,673+344.2% | $11,426+470.4% |