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 | $336,070 | $76,000+342.2% | $154,107+118.1% | $64,186+423.6% |
| 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 | $21,288 | $3,351+535.3% | $5,298+301.8% | $2,381+794.1% |
| Participant deferral / active EE | $17,201 | $3,175+441.7% | $5,081+238.6% | $3,470+395.8% |
| Admin fee / account holder | $13,141 | $5,596+134.8% | $13,411-2.0% | $4,888+168.8% |