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 | $991,065 | $76,000+1204.0% | $154,107+543.1% | $64,186+1444.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -1.96% | 30.32%-32.3pp | 735.12%-737.1pp | 7.63%-9.6pp |
| Employer contribution / active EE | $35,723 | $3,351+966.1% | $5,298+574.3% | $2,381+1400.5% |
| Participant deferral / active EE | $20,532 | $3,175+546.7% | $5,081+304.1% | $3,470+491.8% |
| Admin fee / account holder | $1,277 | $5,596-77.2% | $13,411-90.5% | $4,888-73.9% |