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 | $433,566 | $76,000+470.5% | $154,107+181.3% | $64,186+575.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.79% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $30,871 | $3,351+821.3% | $5,298+482.7% | $2,381+1196.6% |
| Participant deferral / active EE | $19,587 | $3,175+516.9% | $5,081+285.5% | $3,470+464.5% |
| Admin fee / account holder | $92,465 | $5,596+1552.3% | $13,411+589.5% | $4,888+1791.7% |