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 | $1,373,649 | $152,509+800.7% | $117,472+1069.3% | $134,475+921.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -13.59% | 52.99%-66.6pp | 29.74%-43.3pp | 417.96%-431.5pp |
| Employer contribution / active EE | $20,546 | $5,571+268.8% | $4,176+392.0% | $4,740+333.5% |
| Participant deferral / active EE | $21,639 | $4,818+349.1% | $4,070+431.6% | $6,400+238.1% |
| Admin fee / account holder | $64,277 | $7,004+817.7% | $5,645+1038.7% | $11,426+462.6% |