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 | $2,029,888 | $138,044+1370.5% | $125,339+1519.5% | $134,475+1409.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -9.25% | 750.33%-759.6pp | 572.05%-581.3pp | 417.96%-427.2pp |
| Employer contribution / active EE | $13,425 | $5,243+156.0% | $4,814+178.9% | $4,740+183.2% |
| Participant deferral / active EE | $20,250 | $7,799+159.7% | $7,446+171.9% | $6,400+216.4% |
| Admin fee / account holder | $59,874 | $11,571+417.4% | $10,010+498.2% | $11,426+424.0% |