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 | $618,199 | $76,000+713.4% | $154,107+301.1% | $64,186+863.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.54% | 30.32%-36.9pp | 735.12%-741.7pp | 7.63%-14.2pp |
| Employer contribution / active EE | $26,998 | $3,351+705.7% | $5,298+409.6% | $2,381+1034.0% |
| Participant deferral / active EE | $16,406 | $3,175+416.7% | $5,081+222.9% | $3,470+372.9% |
| Admin fee / account holder | $97,849 | $5,596+1648.5% | $13,411+629.6% | $4,888+1901.8% |