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 | $1,412,464 | $100,754+1301.9% | $86,677+1529.6% | $134,475+950.4% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.98% | 29.04%-45.0pp | 35.91%-51.9pp | 417.96%-433.9pp |
| Employer contribution / active EE | $40,584 | $3,489+1063.1% | $2,836+1330.8% | $4,740+756.3% |
| Participant deferral / active EE | $21,921 | $5,338+310.7% | $4,656+370.9% | $6,400+242.5% |
| Admin fee / account holder | $17,225 | $10,926+57.6% | $7,493+129.9% | $11,426+50.8% |