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 | $365,781 | $76,000+381.3% | $154,107+137.4% | $64,186+469.9% |
| Participation rate | 77.4% | 70.4%+7.0pp | 83.0%-5.6pp | 69.6%+7.9pp |
| Annual return | -7.19% | 30.32%-37.5pp | 735.12%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $17,254 | $3,351+414.9% | $5,298+225.7% | $2,381+624.7% |
| Participant deferral / active EE | $11,183 | $3,175+252.2% | $5,081+120.1% | $3,470+222.3% |
| Admin fee / account holder | $7,372 | $5,596+31.7% | $13,411-45.0% | $4,888+50.8% |