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 | $276,339 | $82,664+234.3% | $125,339+120.5% | $68,494+303.4% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -10.89% | -5.97%-4.9pp | 572.05%-582.9pp | -7.84%-3.0pp |
| Employer contribution / active EE | $19,823 | $3,381+486.3% | $4,814+311.8% | $2,596+663.5% |
| Participant deferral / active EE | $4,907 | $6,110-19.7% | $7,446-34.1% | $4,027+21.8% |
| Admin fee / account holder | $91,993 | $6,275+1365.9% | $10,010+819.1% | $5,403+1602.7% |