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 | $973,150 | $104,106+834.8% | $71,086+1269.0% | $135,375+618.9% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -4.62% | 1256.30%-1260.9pp | 650.59%-655.2pp | 519.73%-524.4pp |
| Employer contribution / active EE | $5,000 | $1,485+236.7% | $1,088+359.7% | $4,779+4.6% |
| Participant deferral / active EE | $22,500 | $2,527+790.4% | $1,874+1100.5% | $5,609+301.2% |
| Admin fee / account holder | $8,540 | $4,142+106.2% | $3,082+177.0% | $10,827-21.1% |