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 | $1,762,956 | $135,635+1199.8% | $110,238+1499.2% | $135,375+1202.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -4.26% | 513.19%-517.4pp | 314.74%-319.0pp | 519.73%-524.0pp |
| Employer contribution / active EE | $36,500 | $4,906+643.9% | $3,826+853.9% | $4,779+663.8% |
| Participant deferral / active EE | $24,500 | $5,506+344.9% | $4,672+424.4% | $5,609+336.8% |
| Admin fee / account holder | $19,495 | $11,457+70.2% | $8,547+128.1% | $10,827+80.1% |