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 | $278,587 | $57,354+385.7% | $83,848+232.3% | $64,186+334.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.17% | 11.38%-15.5pp | 850.88%-855.0pp | 7.63%-11.8pp |
| Employer contribution / active EE | $11,490 | $2,545+351.4% | $3,631+216.5% | $2,381+382.6% |
| Participant deferral / active EE | $11,384 | $2,993+280.3% | $4,082+178.9% | $3,470+228.1% |
| Admin fee / account holder | $5,562 | $4,046+37.5% | $5,478+1.5% | $4,888+13.8% |