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 | $891,407 | $90,600+883.9% | $79,464+1021.8% | $135,375+558.5% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -4.23% | 977.43%-981.7pp | 718.14%-722.4pp | 519.73%-524.0pp |
| Employer contribution / active EE | $12,244 | $3,068+299.1% | $2,800+337.2% | $4,779+156.2% |
| Participant deferral / active EE | $7,535 | $4,050+86.0% | $3,704+103.4% | $5,609+34.3% |
| Admin fee / account holder | $11,391 | $5,907+92.9% | $5,113+122.8% | $10,827+5.2% |