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 | $490,707 | $76,000+545.7% | $154,107+218.4% | $64,186+664.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.60% | 30.32%-34.9pp | 735.12%-739.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $17,377 | $3,351+418.6% | $5,298+228.0% | $2,381+629.9% |
| Participant deferral / active EE | $15,845 | $3,175+399.0% | $5,081+211.9% | $3,470+356.7% |
| Admin fee / account holder | $52,860 | $5,596+844.6% | $13,411+294.2% | $4,888+981.4% |