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 | $353,641 | $57,354+516.6% | $83,848+321.8% | $64,186+451.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -3.77% | 11.38%-15.2pp | 850.88%-854.7pp | 7.63%-11.4pp |
| Employer contribution / active EE | $23,256 | $2,545+813.7% | $3,631+540.5% | $2,381+876.8% |
| Participant deferral / active EE | $5,470 | $2,993+82.8% | $4,082+34.0% | $3,470+57.7% |
| Admin fee / account holder | $10,003 | $4,046+147.3% | $5,478+82.6% | $4,888+104.6% |