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 | $1,790,990 | $138,044+1197.4% | $125,339+1328.9% | $134,475+1231.8% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -15.03% | 750.33%-765.4pp | 572.05%-587.1pp | 417.96%-433.0pp |
| Employer contribution / active EE | $23,658 | $5,243+351.2% | $4,814+391.5% | $4,740+399.2% |
| Participant deferral / active EE | $24,500 | $7,799+214.2% | $7,446+229.0% | $6,400+282.8% |
| Admin fee / account holder | $13,977 | $11,571+20.8% | $10,010+39.6% | $11,426+22.3% |