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 | $333,063 | $76,000+338.2% | $154,107+116.1% | $64,186+418.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.36% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $20,524 | $3,351+512.5% | $5,298+287.4% | $2,381+762.1% |
| Participant deferral / active EE | $12,305 | $3,175+287.5% | $5,081+142.2% | $3,470+254.7% |
| Admin fee / account holder | $8,431 | $5,596+50.6% | $13,411-37.1% | $4,888+72.5% |