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 | $495,948 | $57,354+764.7% | $83,848+491.5% | $64,186+672.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.75% | 11.38%-17.1pp | 850.88%-856.6pp | 7.63%-13.4pp |
| Employer contribution / active EE | $23,672 | $2,545+830.0% | $3,631+552.0% | $2,381+894.3% |
| Participant deferral / active EE | $7,761 | $2,993+159.3% | $4,082+90.2% | $3,470+123.7% |
| Admin fee / account holder | $1,263 | $4,046-68.8% | $5,478-76.9% | $4,888-74.2% |