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 | $364,652 | $76,000+379.8% | $154,107+136.6% | $64,186+468.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.02% | 30.32%-34.3pp | 735.12%-739.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $16,995 | $3,351+407.2% | $5,298+220.8% | $2,381+613.8% |
| Participant deferral / active EE | $15,558 | $3,175+390.0% | $5,081+206.2% | $3,470+348.4% |
| Admin fee / account holder | $47,663 | $5,596+751.7% | $13,411+255.4% | $4,888+875.1% |