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 | $995,114 | $99,640+898.7% | $86,436+1051.3% | $134,475+640.0% |
| Participation rate | 85.7% | 82.0%+3.7pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -16.88% | 6782.58%-6799.5pp | 4394.89%-4411.8pp | 417.96%-434.8pp |
| Employer contribution / active EE | $25,731 | $4,400+484.7% | $3,769+582.8% | $4,740+442.9% |
| Participant deferral / active EE | $12,735 | $7,246+75.8% | $6,952+83.2% | $6,400+99.0% |
| Admin fee / account holder | $1,209 | $8,371-85.6% | $6,731-82.0% | $11,426-89.4% |