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 | $334,269 | $76,000+339.8% | $154,107+116.9% | $64,186+420.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.36% | 30.32%-34.7pp | 735.12%-739.5pp | 7.63%-12.0pp |
| Employer contribution / active EE | $8,695 | $3,351+159.5% | $5,298+64.1% | $2,381+265.2% |
| Participant deferral / active EE | $6,669 | $3,175+110.0% | $5,081+31.3% | $3,470+92.2% |
| Admin fee / account holder | $26,846 | $5,596+379.7% | $13,411+100.2% | $4,888+449.2% |