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 | $473,841 | $76,000+523.5% | $154,107+207.5% | $64,186+638.2% |
| Participation rate | 93.9% | 70.4%+23.5pp | 83.0%+10.8pp | 69.6%+24.3pp |
| Annual return | -4.46% | 30.32%-34.8pp | 735.12%-739.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $19,845 | $3,351+492.3% | $5,298+274.6% | $2,381+733.6% |
| Participant deferral / active EE | $16,745 | $3,175+427.4% | $5,081+229.6% | $3,470+382.6% |
| Admin fee / account holder | $129,615 | $5,596+2216.1% | $13,411+866.5% | $4,888+2551.7% |