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 | $2,490,198 | $138,044+1703.9% | $125,339+1886.8% | $134,475+1751.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -19.56% | 750.33%-769.9pp | 572.05%-591.6pp | 417.96%-437.5pp |
| Employer contribution / active EE | $12,974 | $5,243+147.4% | $4,814+169.5% | $4,740+173.7% |
| Participant deferral / active EE | $3,250 | $7,799-58.3% | $7,446-56.4% | $6,400-49.2% |
| Admin fee / account holder | $192,351 | $11,571+1562.3% | $10,010+1821.7% | $11,426+1583.5% |