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 | $659,315 | $76,000+767.5% | $154,107+327.8% | $64,186+927.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.82% | 30.32%-37.1pp | 735.12%-741.9pp | 7.63%-14.5pp |
| Employer contribution / active EE | $37,850 | $3,351+1029.6% | $5,298+614.5% | $2,381+1489.8% |
| Participant deferral / active EE | $14,978 | $3,175+371.7% | $5,081+194.8% | $3,470+331.7% |
| Admin fee / account holder | $80,583 | $5,596+1340.0% | $13,411+500.9% | $4,888+1548.6% |