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 | $845,230 | $76,000+1012.1% | $154,107+448.5% | $64,186+1216.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.86% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $34,086 | $3,351+917.3% | $5,298+543.4% | $2,381+1331.7% |
| Participant deferral / active EE | $18,017 | $3,175+467.4% | $5,081+254.6% | $3,470+419.3% |
| Admin fee / account holder | $3,507 | $5,596-37.3% | $13,411-73.8% | $4,888-28.2% |