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 | $1,230,865 | $135,635+807.5% | $110,238+1016.5% | $135,375+809.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -3.22% | 513.19%-516.4pp | 314.74%-318.0pp | 519.73%-523.0pp |
| Employer contribution / active EE | $9,760 | $4,906+98.9% | $3,826+155.1% | $4,779+104.2% |
| Participant deferral / active EE | $12,000 | $5,506+117.9% | $4,672+156.9% | $5,609+114.0% |
| Admin fee / account holder | $1,889 | $11,457-83.5% | $8,547-77.9% | $10,827-82.6% |