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 | $717,315 | $113,935+529.6% | $94,224+661.3% | $125,391+472.1% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -2.71% | 5.29%-8.0pp | 10.68%-13.4pp | 282.22%-284.9pp |
| Employer contribution / active EE | $12,495 | $4,727+164.3% | $3,587+248.4% | $4,866+156.8% |
| Participant deferral / active EE | $11,406 | $5,179+120.3% | $4,320+164.0% | $5,352+113.1% |
| Admin fee / account holder | $34,566 | $8,391+311.9% | $6,269+451.4% | $9,540+262.3% |