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 | $387,276 | $76,000+409.6% | $154,107+151.3% | $64,186+503.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.98% | 30.32%-36.3pp | 735.12%-741.1pp | 7.63%-13.6pp |
| Employer contribution / active EE | $13,333 | $3,351+297.9% | $5,298+151.7% | $2,381+460.0% |
| Participant deferral / active EE | $8,816 | $3,175+177.7% | $5,081+73.5% | $3,470+154.1% |
| Admin fee / account holder | $8,557 | $5,596+52.9% | $13,411-36.2% | $4,888+75.1% |