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 | $938,100 | $77,813+1105.6% | $123,544+659.3% | $64,186+1361.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.85% | 12.48%-16.3pp | 119.20%-123.0pp | 7.63%-11.5pp |
| Employer contribution / active EE | $16,731 | $3,014+455.1% | $4,628+261.5% | $2,381+602.7% |
| Participant deferral / active EE | $3,524 | $5,240-32.7% | $6,426-45.2% | $3,470+1.6% |
| Admin fee / account holder | $78,690 | $5,519+1325.9% | $9,284+747.6% | $4,888+1509.8% |