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 | $1,602,079 | $180,449+787.8% | $154,107+939.6% | $135,375+1083.4% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -4.07% | 888.09%-892.2pp | 735.12%-739.2pp | 519.73%-523.8pp |
| Employer contribution / active EE | $45,750 | $6,035+658.1% | $5,298+763.6% | $4,779+857.4% |
| Participant deferral / active EE | $14,500 | $5,806+149.7% | $5,081+185.4% | $5,609+158.5% |
| Admin fee / account holder | $99,064 | $16,143+513.7% | $13,411+638.7% | $10,827+815.0% |