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 | $415,905 | $76,000+447.2% | $154,107+169.9% | $64,186+548.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.34% | 30.32%-34.7pp | 735.12%-739.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $18,549 | $3,351+453.6% | $5,298+250.1% | $2,381+679.1% |
| Participant deferral / active EE | $12,032 | $3,175+279.0% | $5,081+136.8% | $3,470+246.8% |
| Admin fee / account holder | $6,468 | $5,596+15.6% | $13,411-51.8% | $4,888+32.3% |