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 | $1,101,167 | $129,942+747.4% | $104,294+955.8% | $134,475+718.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.19% | 42.03%-60.2pp | 24.61%-42.8pp | 417.96%-436.2pp |
| Employer contribution / active EE | $22,193 | $4,184+430.4% | $3,372+558.2% | $4,740+368.2% |
| Participant deferral / active EE | $13,864 | $5,588+148.1% | $4,625+199.8% | $6,400+116.6% |
| Admin fee / account holder | $100,283 | $9,323+975.6% | $7,339+1266.4% | $11,426+777.7% |