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 | $950,758 | $67,331+1312.1% | $60,874+1461.8% | $134,475+607.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -9.44% | 49.93%-59.4pp | 16.90%-26.3pp | 417.96%-427.4pp |
| Employer contribution / active EE | $10,795 | $3,096+248.6% | $2,701+299.6% | $4,740+127.8% |
| Participant deferral / active EE | $13,069 | $4,538+188.0% | $3,817+242.4% | $6,400+104.2% |
| Admin fee / account holder | $206,756 | $4,582+4412.3% | $3,224+6312.5% | $11,426+1709.5% |