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 | $1,079,731 | $104,106+937.1% | $71,086+1418.9% | $135,375+697.6% |
| Participation rate | 100.0% | 65.7%+34.3pp | 54.7%+45.3pp | 82.6%+17.4pp |
| Annual return | -2.84% | 1256.30%-1259.1pp | 650.59%-653.4pp | 519.73%-522.6pp |
| Employer contribution / active EE | $51,400 | $1,485+3361.4% | $1,088+4625.6% | $4,779+975.6% |
| Participant deferral / active EE | $9,600 | $2,527+279.9% | $1,874+412.2% | $5,609+71.2% |
| Admin fee / account holder | $494,258 | $4,142+11833.7% | $3,082+15934.9% | $10,827+4465.0% |