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 | $793,735 | $76,000+944.4% | $154,107+415.1% | $64,186+1136.6% |
| Participation rate | 87.9% | 70.4%+17.5pp | 83.0%+4.8pp | 69.6%+18.3pp |
| Annual return | -6.71% | 30.32%-37.0pp | 735.12%-741.8pp | 7.63%-14.3pp |
| Employer contribution / active EE | $31,920 | $3,351+852.6% | $5,298+502.5% | $2,381+1240.7% |
| Participant deferral / active EE | $17,266 | $3,175+443.8% | $5,081+239.9% | $3,470+397.7% |
| Admin fee / account holder | $68,022 | $5,596+1115.5% | $13,411+407.2% | $4,888+1291.6% |