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 5-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 | $531,986 | $70,587+653.7% | $124,672+326.7% | $85,850+519.7% |
| Participation rate | 87.9% | 64.4%+23.5pp | 74.6%+13.3pp | 69.3%+18.6pp |
| Annual return | 0.00% | 20688.83%-20688.8pp | 5142.93%-5142.9pp | 318.53%-318.5pp |
| Employer contribution / active EE | $1,145 | $1,913-40.1% | $3,324-65.5% | $2,565-55.4% |
| Participant deferral / active EE | $2,999 | $2,969+1.0% | $4,614-35.0% | $3,952-24.1% |
| Admin fee / account holder | $14,168 | $5,282+168.2% | $7,493+89.1% | $6,260+126.3% |