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 | $723,641 | $76,000+852.2% | $154,107+369.6% | $64,186+1027.4% |
| Participation rate | 92.3% | 70.4%+21.9pp | 83.0%+9.3pp | 69.6%+22.7pp |
| Annual return | -5.90% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $35,390 | $3,351+956.2% | $5,298+568.0% | $2,381+1386.4% |
| Participant deferral / active EE | $21,071 | $3,175+563.6% | $5,081+314.7% | $3,470+507.3% |
| Admin fee / account holder | $33,311 | $5,596+495.2% | $13,411+148.4% | $4,888+581.5% |