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 | $322,796 | $76,000+324.7% | $154,107+109.5% | $64,186+402.9% |
| Participation rate | 96.9% | 70.4%+26.5pp | 83.0%+13.8pp | 69.6%+27.3pp |
| Annual return | -5.28% | 30.32%-35.6pp | 735.12%-740.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $17,957 | $3,351+435.9% | $5,298+239.0% | $2,381+654.2% |
| Participant deferral / active EE | $16,132 | $3,175+408.1% | $5,081+217.5% | $3,470+365.0% |
| Admin fee / account holder | $53,797 | $5,596+861.3% | $13,411+301.1% | $4,888+1000.6% |