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 | $359,206 | $76,000+372.6% | $154,107+133.1% | $64,186+459.6% |
| Participation rate | 91.2% | 70.4%+20.8pp | 83.0%+8.1pp | 69.6%+21.6pp |
| Annual return | -5.99% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $20,797 | $3,351+520.6% | $5,298+292.6% | $2,381+773.5% |
| Participant deferral / active EE | $12,778 | $3,175+302.4% | $5,081+151.5% | $3,470+268.3% |
| Admin fee / account holder | $70,445 | $5,596+1158.8% | $13,411+425.3% | $4,888+1341.2% |