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 | $1,185,892 | $92,703+1179.2% | $82,719+1333.6% | $134,475+781.9% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.11% | 944.92%-963.0pp | 701.18%-719.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $3,583 | $3,274+9.4% | $3,009+19.1% | $4,740-24.4% |
| Participant deferral / active EE | $13,500 | $4,802+181.1% | $4,395+207.2% | $6,400+110.9% |
| Admin fee / account holder | $7,365 | $5,983+23.1% | $5,329+38.2% | $11,426-35.5% |