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 | $567,929 | $76,000+647.3% | $154,107+268.5% | $64,186+784.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.51% | 30.32%-36.8pp | 735.12%-741.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $30,346 | $3,351+805.7% | $5,298+472.8% | $2,381+1174.6% |
| Participant deferral / active EE | $18,722 | $3,175+489.7% | $5,081+268.5% | $3,470+439.6% |
| Admin fee / account holder | $63,352 | $5,596+1032.1% | $13,411+372.4% | $4,888+1196.1% |