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 | $686,389 | $152,509+350.1% | $117,472+484.3% | $134,475+410.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -2.05% | 52.99%-55.0pp | 29.74%-31.8pp | 417.96%-420.0pp |
| Employer contribution / active EE | $25,609 | $5,571+359.7% | $4,176+513.2% | $4,740+440.3% |
| Participant deferral / active EE | $14,900 | $4,818+209.3% | $4,070+266.1% | $6,400+132.8% |
| Admin fee / account holder | $14,140 | $7,004+101.9% | $5,645+150.5% | $11,426+23.8% |