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 | $1,066,262 | $95,971+1011.0% | $74,550+1330.3% | $135,375+687.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -3.72% | 56.96%-60.7pp | 32.53%-36.2pp | 519.73%-523.5pp |
| Employer contribution / active EE | $55,000 | $2,716+1924.9% | $1,961+2704.8% | $4,779+1050.9% |
| Participant deferral / active EE | $6,000 | $3,843+56.1% | $3,108+93.0% | $5,609+7.0% |
| Admin fee / account holder | $7,509 | $6,522+15.1% | $5,060+48.4% | $10,827-30.7% |