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 | $507,749 | $76,000+568.1% | $154,107+229.5% | $64,186+691.1% |
| Participation rate | 92.1% | 70.4%+21.7pp | 83.0%+9.1pp | 69.6%+22.5pp |
| Annual return | -5.01% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $20,695 | $3,351+517.6% | $5,298+290.7% | $2,381+769.3% |
| Participant deferral / active EE | $13,300 | $3,175+318.9% | $5,081+161.8% | $3,470+283.3% |
| Admin fee / account holder | $9,341 | $5,596+66.9% | $13,411-30.4% | $4,888+91.1% |