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 | $282,430 | $76,000+271.6% | $154,107+83.3% | $64,186+340.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -1.29% | 30.32%-31.6pp | 735.12%-736.4pp | 7.63%-8.9pp |
| Employer contribution / active EE | $10,677 | $3,351+218.6% | $5,298+101.5% | $2,381+348.5% |
| Participant deferral / active EE | $8,729 | $3,175+174.9% | $5,081+71.8% | $3,470+151.6% |
| Admin fee / account holder | $39,658 | $5,596+608.7% | $13,411+195.7% | $4,888+711.3% |