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 | $1,852,383 | $138,044+1241.9% | $125,339+1377.9% | $134,475+1277.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.61% | 750.33%-765.9pp | 572.05%-587.7pp | 417.96%-433.6pp |
| Employer contribution / active EE | $4,230 | $5,243-19.3% | $4,814-12.1% | $4,740-10.8% |
| Participant deferral / active EE | $24,000 | $7,799+207.7% | $7,446+222.3% | $6,400+275.0% |
| Admin fee / account holder | $465 | $11,571-96.0% | $10,010-95.4% | $11,426-95.9% |