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 | $700,365 | $47,977+1359.8% | $154,107+354.5% | $56,287+1144.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 83.0%+17.0pp | 69.9%+30.1pp |
| Annual return | -5.48% | 3.54%-9.0pp | 735.12%-740.6pp | -9.96%+4.5pp |
| Employer contribution / active EE | $35,628 | $2,169+1542.8% | $5,298+572.5% | $2,111+1587.7% |
| Participant deferral / active EE | $6,166 | $2,392+157.8% | $5,081+21.4% | $3,350+84.1% |
| Admin fee / account holder | $26,461 | $438+5938.1% | $13,411+97.3% | $521+4979.4% |