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 | $325,841 | $76,000+328.7% | $154,107+111.4% | $64,186+407.7% |
| Participation rate | 73.2% | 70.4%+2.8pp | 83.0%-9.9pp | 69.6%+3.6pp |
| Annual return | -4.91% | 30.32%-35.2pp | 735.12%-740.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $10,217 | $3,351+204.9% | $5,298+92.9% | $2,381+329.1% |
| Participant deferral / active EE | $8,570 | $3,175+169.9% | $5,081+68.7% | $3,470+147.0% |
| Admin fee / account holder | $3,962 | $5,596-29.2% | $13,411-70.5% | $4,888-18.9% |