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 5-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 | $2,527,927 | $152,509+1557.6% | $117,472+2051.9% | $134,475+1779.9% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -12.19% | 52.99%-65.2pp | 29.74%-41.9pp | 417.96%-430.2pp |
| Employer contribution / active EE | $49,280 | $5,571+784.6% | $4,176+1080.1% | $4,740+939.7% |
| Participant deferral / active EE | $13,500 | $4,818+180.2% | $4,070+231.7% | $6,400+110.9% |
| Admin fee / account holder | $17,973 | $7,004+156.6% | $5,645+218.4% | $11,426+57.3% |