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 | $581,578 | $76,000+665.2% | $154,107+277.4% | $64,186+806.1% |
| Participation rate | 95.0% | 70.4%+24.6pp | 83.0%+12.0pp | 69.6%+25.4pp |
| Annual return | -4.04% | 30.32%-34.4pp | 735.12%-739.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $22,160 | $3,351+561.4% | $5,298+318.3% | $2,381+830.8% |
| Participant deferral / active EE | $13,644 | $3,175+329.7% | $5,081+168.6% | $3,470+293.3% |
| Admin fee / account holder | $11,765 | $5,596+110.2% | $13,411-12.3% | $4,888+140.7% |