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 | $1,148,556 | $82,664+1289.4% | $125,339+816.4% | $68,494+1576.9% |
| Participation rate | 96.6% | 75.0%+21.5pp | 82.4%+14.2pp | 67.9%+28.7pp |
| Annual return | -11.99% | -5.97%-6.0pp | 572.05%-584.0pp | -7.84%-4.1pp |
| Employer contribution / active EE | $27,395 | $3,381+710.3% | $4,814+469.1% | $2,596+955.2% |
| Participant deferral / active EE | $13,957 | $6,110+128.4% | $7,446+87.4% | $4,027+246.6% |
| Admin fee / account holder | $167,738 | $6,275+2572.9% | $10,010+1575.8% | $5,403+3004.7% |