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 | $361,260 | $76,000+375.3% | $154,107+134.4% | $64,186+462.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.80% | 30.32%-36.1pp | 735.12%-740.9pp | 7.63%-13.4pp |
| Employer contribution / active EE | $23,243 | $3,351+593.7% | $5,298+338.7% | $2,381+876.2% |
| Participant deferral / active EE | $13,172 | $3,175+314.8% | $5,081+159.3% | $3,470+279.6% |
| Admin fee / account holder | $14,314 | $5,596+155.8% | $13,411+6.7% | $4,888+192.8% |