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 | $444,452 | $76,000+484.8% | $154,107+188.4% | $64,186+592.4% |
| Participation rate | 98.1% | 70.4%+27.7pp | 83.0%+15.1pp | 69.6%+28.6pp |
| Annual return | -3.97% | 30.32%-34.3pp | 735.12%-739.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $13,245 | $3,351+295.3% | $5,298+150.0% | $2,381+456.3% |
| Participant deferral / active EE | $16,281 | $3,175+412.8% | $5,081+220.5% | $3,470+369.3% |
| Admin fee / account holder | $69,229 | $5,596+1137.1% | $13,411+416.2% | $4,888+1316.3% |