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 | $2,033,963 | $135,635+1399.6% | $110,238+1745.1% | $135,375+1402.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -6.44% | 513.19%-519.6pp | 314.74%-321.2pp | 519.73%-526.2pp |
| Employer contribution / active EE | $3,254 | $4,906-33.7% | $3,826-15.0% | $4,779-31.9% |
| Participant deferral / active EE | $16,333 | $5,506+196.6% | $4,672+249.6% | $5,609+191.2% |
| Admin fee / account holder | $881 | $11,457-92.3% | $8,547-89.7% | $10,827-91.9% |