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 | $303,105 | $57,354+428.5% | $83,848+261.5% | $64,186+372.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.10% | 11.38%-16.5pp | 850.88%-856.0pp | 7.63%-12.7pp |
| Employer contribution / active EE | $14,549 | $2,545+471.6% | $3,631+300.7% | $2,381+511.1% |
| Participant deferral / active EE | $14,942 | $2,993+399.2% | $4,082+266.1% | $3,470+330.7% |
| Admin fee / account holder | $41,915 | $4,046+936.1% | $5,478+665.1% | $4,888+757.5% |