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 | $324,048 | $76,000+326.4% | $154,107+110.3% | $64,186+404.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -2.27% | 30.32%-32.6pp | 735.12%-737.4pp | 7.63%-9.9pp |
| Employer contribution / active EE | $7,238 | $3,351+116.0% | $5,298+36.6% | $2,381+204.0% |
| Participant deferral / active EE | $4,155 | $3,175+30.9% | $5,081-18.2% | $3,470+19.8% |
| Admin fee / account holder | $12,198 | $5,596+118.0% | $13,411-9.0% | $4,888+149.5% |