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 | $323,034 | $76,000+325.0% | $154,107+109.6% | $64,186+403.3% |
| Participation rate | 98.5% | 70.4%+28.0pp | 83.0%+15.4pp | 69.6%+28.9pp |
| Annual return | -2.09% | 30.32%-32.4pp | 735.12%-737.2pp | 7.63%-9.7pp |
| Employer contribution / active EE | $8,016 | $3,351+139.2% | $5,298+51.3% | $2,381+236.7% |
| Participant deferral / active EE | $6,280 | $3,175+97.8% | $5,081+23.6% | $3,470+81.0% |
| Admin fee / account holder | $10,399 | $5,596+85.8% | $13,411-22.5% | $4,888+112.7% |