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 | $331,172 | $76,000+335.8% | $154,107+114.9% | $64,186+416.0% |
| Participation rate | 77.6% | 70.4%+7.2pp | 83.0%-5.4pp | 69.6%+8.1pp |
| Annual return | -4.25% | 30.32%-34.6pp | 735.12%-739.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $15,640 | $3,351+366.7% | $5,298+195.2% | $2,381+556.9% |
| Participant deferral / active EE | $12,577 | $3,175+296.1% | $5,081+147.5% | $3,470+262.5% |
| Admin fee / account holder | $4,393 | $5,596-21.5% | $13,411-67.2% | $4,888-10.1% |