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 | $665,668 | $76,000+775.9% | $154,107+332.0% | $64,186+937.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.23% | 30.32%-33.5pp | 735.12%-738.3pp | 7.63%-10.9pp |
| Employer contribution / active EE | $32,116 | $3,351+858.5% | $5,298+506.3% | $2,381+1249.0% |
| Participant deferral / active EE | $22,983 | $3,175+623.9% | $5,081+352.4% | $3,470+562.4% |
| Admin fee / account holder | $168,359 | $5,596+2908.5% | $13,411+1155.4% | $4,888+3344.3% |