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 | $1,007,145 | $100,754+899.6% | $86,677+1062.0% | $134,475+648.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -9.80% | 29.04%-38.8pp | 35.91%-45.7pp | 417.96%-427.8pp |
| Employer contribution / active EE | $5,800 | $3,489+66.2% | $2,836+104.5% | $4,740+22.4% |
| Participant deferral / active EE | $20,167 | $5,338+277.8% | $4,656+333.2% | $6,400+215.1% |
| Admin fee / account holder | $37,124 | $10,926+239.8% | $7,493+395.4% | $11,426+224.9% |