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 | $687,196 | $135,635+406.7% | $110,238+523.4% | $135,375+407.6% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -5.07% | 513.19%-518.3pp | 314.74%-319.8pp | 519.73%-524.8pp |
| Employer contribution / active EE | $21,801 | $4,906+344.4% | $3,826+469.8% | $4,779+356.2% |
| Participant deferral / active EE | $11,078 | $5,506+101.2% | $4,672+137.1% | $5,609+97.5% |
| Admin fee / account holder | $11,273 | $11,457-1.6% | $8,547+31.9% | $10,827+4.1% |