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 | $1,116,909 | $180,449+519.0% | $154,107+624.8% | $135,375+725.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -6.52% | 888.09%-894.6pp | 735.12%-741.6pp | 519.73%-526.3pp |
| Employer contribution / active EE | $14,618 | $6,035+142.2% | $5,298+175.9% | $4,779+205.9% |
| Participant deferral / active EE | $24,500 | $5,806+322.0% | $5,081+382.2% | $5,609+336.8% |
| Admin fee / account holder | $118,599 | $16,143+634.7% | $13,411+784.3% | $10,827+995.4% |