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 | $981,968 | $93,024+955.6% | $77,024+1174.9% | $134,475+630.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.81% | 62.60%-77.4pp | 42.32%-57.1pp | 417.96%-432.8pp |
| Employer contribution / active EE | $9,447 | $3,418+176.4% | $2,812+235.9% | $4,740+99.3% |
| Participant deferral / active EE | $13,500 | $5,238+157.7% | $4,426+205.0% | $6,400+110.9% |
| Admin fee / account holder | $7,143 | $6,944+2.9% | $5,425+31.7% | $11,426-37.5% |