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 | $1,514,469 | $82,664+1732.1% | $125,339+1108.3% | $68,494+2111.1% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -16.43% | -5.97%-10.5pp | 572.05%-588.5pp | -7.84%-8.6pp |
| Employer contribution / active EE | $20,557 | $3,381+508.0% | $4,814+327.1% | $2,596+691.8% |
| Participant deferral / active EE | $10,510 | $6,110+72.0% | $7,446+41.1% | $4,027+161.0% |
| Admin fee / account holder | $22,706 | $6,275+261.8% | $10,010+126.8% | $5,403+320.3% |