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 | $1,034,004 | $167,484+517.4% | $151,611+582.0% | $134,475+668.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -11.15% | 7.80%-18.9pp | 3.33%-14.5pp | 417.96%-429.1pp |
| Employer contribution / active EE | $22,500 | $6,829+229.5% | $6,166+264.9% | $4,740+374.7% |
| Participant deferral / active EE | $4,800 | $8,986-46.6% | $8,363-42.6% | $6,400-25.0% |
| Admin fee / account holder | $10,347 | $13,783-24.9% | $11,616-10.9% | $11,426-9.4% |