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 6-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 | $1,728,209 | $152,509+1033.2% | $117,472+1371.2% | $134,475+1185.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.49% | 52.99%-73.5pp | 29.74%-50.2pp | 417.96%-438.5pp |
| Employer contribution / active EE | $37,646 | $5,571+575.8% | $4,176+801.5% | $4,740+694.3% |
| Participant deferral / active EE | $26,500 | $4,818+450.0% | $4,070+551.1% | $6,400+314.1% |
| Admin fee / account holder | $10,173 | $7,004+45.3% | $5,645+80.2% | $11,426-11.0% |