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 | $1,542,638 | $180,449+754.9% | $154,107+901.0% | $135,375+1039.5% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -3.94% | 888.09%-892.0pp | 735.12%-739.1pp | 519.73%-523.7pp |
| Employer contribution / active EE | $27,813 | $6,035+360.9% | $5,298+425.0% | $4,779+482.0% |
| Participant deferral / active EE | $12,177 | $5,806+109.7% | $5,081+139.7% | $5,609+117.1% |
| Admin fee / account holder | $14,635 | $16,143-9.3% | $13,411+9.1% | $10,827+35.2% |