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 | $1,405,415 | $84,402+1565.1% | $61,373+2190.0% | $134,475+945.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -12.82% | 584.55%-597.4pp | 338.61%-351.4pp | 417.96%-430.8pp |
| Employer contribution / active EE | $8,940 | $1,544+478.9% | $1,159+671.1% | $4,740+88.6% |
| Participant deferral / active EE | $24,833 | $2,819+780.9% | $2,125+1068.7% | $6,400+288.0% |
| Admin fee / account holder | $64,909 | $2,585+2410.8% | $2,130+2947.8% | $11,426+468.1% |