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 | $442,183 | $94,529+367.8% | $140,016+215.8% | $64,186+588.9% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.60% | 7.77%-13.4pp | 651.12%-656.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $7,799 | $3,812+104.6% | $5,606+39.1% | $2,381+227.6% |
| Participant deferral / active EE | $18,290 | $5,250+248.4% | $6,927+164.0% | $3,470+427.2% |
| Admin fee / account holder | $35,878 | $6,741+432.2% | $10,705+235.1% | $4,888+634.0% |