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 | $1,082,292 | $92,703+1067.5% | $82,719+1208.4% | $134,475+704.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -12.69% | 944.92%-957.6pp | 701.18%-713.9pp | 417.96%-430.7pp |
| Employer contribution / active EE | $14,283 | $3,274+336.3% | $3,009+374.7% | $4,740+201.3% |
| Participant deferral / active EE | $8,790 | $4,802+83.0% | $4,395+100.0% | $6,400+37.3% |
| Admin fee / account holder | $13,980 | $5,983+133.7% | $5,329+162.3% | $11,426+22.4% |