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 9-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 | $879,593 | $76,000+1057.4% | $154,107+470.8% | $64,186+1270.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.90% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $25,050 | $3,351+647.6% | $5,298+372.9% | $2,381+952.1% |
| Participant deferral / active EE | $15,807 | $3,175+397.9% | $5,081+211.1% | $3,470+355.6% |
| Admin fee / account holder | $154,654 | $5,596+2663.6% | $13,411+1053.2% | $4,888+3063.9% |