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 | $306,180 | $76,000+302.9% | $154,107+98.7% | $64,186+377.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.55% | 30.32%-34.9pp | 735.12%-739.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $5,960 | $3,351+77.9% | $5,298+12.5% | $2,381+150.3% |
| Participant deferral / active EE | $4,792 | $3,175+50.9% | $5,081-5.7% | $3,470+38.1% |
| Admin fee / account holder | $10,298 | $5,596+84.0% | $13,411-23.2% | $4,888+110.7% |