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 | $272,327 | $76,000+258.3% | $154,107+76.7% | $64,186+324.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.47% | 30.32%-34.8pp | 735.12%-739.6pp | 7.63%-12.1pp |
| Employer contribution / active EE | $19,547 | $3,351+483.3% | $5,298+269.0% | $2,381+721.0% |
| Participant deferral / active EE | $13,530 | $3,175+326.1% | $5,081+166.3% | $3,470+290.0% |
| Admin fee / account holder | $3,507 | $5,596-37.3% | $13,411-73.8% | $4,888-28.2% |