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 | $1,226,624 | $99,877+1128.1% | $84,966+1343.7% | $145,922+740.6% |
| Participation rate | 100.0% | 74.1%+25.9pp | 67.5%+32.5pp | 80.3%+19.7pp |
| Annual return | 18.18% | 83.76%-65.6pp | 66.38%-48.2pp | 561.29%-543.1pp |
| Employer contribution / active EE | $28,667 | $3,231+787.1% | $2,727+951.2% | $4,660+515.2% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,519-100.0% | $6,688-100.0% |
| Admin fee / account holder | $1,147 | $7,248-84.2% | $6,149-81.4% | $13,397-91.4% |