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 | $327,832 | $94,529+246.8% | $140,016+134.1% | $64,186+410.8% |
| Participation rate | 95.9% | 84.1%+11.8pp | 87.5%+8.4pp | 69.6%+26.4pp |
| Annual return | -2.64% | 7.77%-10.4pp | 651.12%-653.8pp | 7.63%-10.3pp |
| Employer contribution / active EE | $22,809 | $3,812+498.3% | $5,606+306.9% | $2,381+858.1% |
| Participant deferral / active EE | $9,793 | $5,250+86.5% | $6,927+41.4% | $3,470+182.2% |
| Admin fee / account holder | $46,193 | $6,741+585.3% | $10,705+331.5% | $4,888+845.0% |