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 | $287,754 | $76,000+278.6% | $154,107+86.7% | $64,186+348.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.45% | 30.32%-34.8pp | 735.12%-739.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $8,665 | $3,351+158.6% | $5,298+63.6% | $2,381+263.9% |
| Participant deferral / active EE | $5,985 | $3,175+88.5% | $5,081+17.8% | $3,470+72.5% |
| Admin fee / account holder | $1,340 | $5,596-76.1% | $13,411-90.0% | $4,888-72.6% |