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 | $707,774 | $76,000+831.3% | $154,107+359.3% | $64,186+1002.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.69% | 30.32%-35.0pp | 735.12%-739.8pp | 7.63%-12.3pp |
| Employer contribution / active EE | $40,651 | $3,351+1113.2% | $5,298+667.4% | $2,381+1607.4% |
| Participant deferral / active EE | $2,732 | $3,175-14.0% | $5,081-46.2% | $3,470-21.3% |
| Admin fee / account holder | $2,247 | $5,596-59.8% | $13,411-83.2% | $4,888-54.0% |