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 | $765,692 | $76,000+907.5% | $154,107+396.9% | $64,186+1092.9% |
| Participation rate | 94.1% | 70.4%+23.7pp | 83.0%+11.1pp | 69.6%+24.5pp |
| Annual return | -6.01% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $30,296 | $3,351+804.1% | $5,298+471.9% | $2,381+1172.5% |
| Participant deferral / active EE | $3,760 | $3,175+18.4% | $5,081-26.0% | $3,470+8.4% |
| Admin fee / account holder | $3,870 | $5,596-30.9% | $13,411-71.1% | $4,888-20.8% |