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 | $342,875 | $57,354+497.8% | $83,848+308.9% | $64,186+434.2% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -4.19% | 11.38%-15.6pp | 850.88%-855.1pp | 7.63%-11.8pp |
| Employer contribution / active EE | $17,344 | $2,545+581.4% | $3,631+377.7% | $2,381+628.5% |
| Participant deferral / active EE | $3,342 | $2,993+11.7% | $4,082-18.1% | $3,470-3.7% |
| Admin fee / account holder | $43,214 | $4,046+968.2% | $5,478+688.8% | $4,888+784.1% |