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 | $449,588 | $76,000+491.6% | $154,107+191.7% | $64,186+600.5% |
| Participation rate | 93.4% | 70.4%+23.0pp | 83.0%+10.4pp | 69.6%+23.9pp |
| Annual return | -6.61% | 30.32%-36.9pp | 735.12%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $27,257 | $3,351+713.4% | $5,298+414.5% | $2,381+1044.8% |
| Participant deferral / active EE | $10,135 | $3,175+219.2% | $5,081+99.5% | $3,470+192.1% |
| Admin fee / account holder | $37,498 | $5,596+570.1% | $13,411+179.6% | $4,888+667.1% |