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 | $308,329 | $76,000+305.7% | $154,107+100.1% | $64,186+380.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.24% | 30.32%-34.6pp | 735.12%-739.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $30,549 | $3,351+811.7% | $5,298+476.7% | $2,381+1183.1% |
| Participant deferral / active EE | $16,218 | $3,175+410.8% | $5,081+219.2% | $3,470+367.4% |
| Admin fee / account holder | $115,256 | $5,596+1959.5% | $13,411+759.4% | $4,888+2257.9% |