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 | $1,615,050 | $90,600+1682.6% | $79,464+1932.4% | $135,375+1093.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.48% | 977.43%-982.9pp | 718.14%-723.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $21,667 | $3,068+606.2% | $2,800+673.7% | $4,779+353.4% |
| Participant deferral / active EE | $24,000 | $4,050+492.6% | $3,704+548.0% | $5,609+327.9% |
| Admin fee / account holder | $50,971 | $5,907+762.9% | $5,113+896.9% | $10,827+370.8% |