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 | $300,948 | $76,000+296.0% | $154,107+95.3% | $64,186+368.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.10% | 30.32%-34.4pp | 735.12%-739.2pp | 7.63%-11.7pp |
| Employer contribution / active EE | $9,900 | $3,351+195.5% | $5,298+86.9% | $2,381+315.8% |
| Participant deferral / active EE | $7,091 | $3,175+123.3% | $5,081+39.6% | $3,470+104.4% |
| Admin fee / account holder | $18,600 | $5,596+232.4% | $13,411+38.7% | $4,888+280.5% |