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 | $370,762 | $46,360+699.7% | $147,614+151.2% | $52,331+608.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -0.60% | 1.62%-2.2pp | 61.98%-62.6pp | 4.54%-5.1pp |
| Employer contribution / active EE | $11,407 | $2,126+436.5% | $5,564+105.0% | $1,882+506.2% |
| Participant deferral / active EE | $12,678 | $2,258+461.6% | $4,895+159.0% | $3,022+319.5% |
| Admin fee / account holder | $10,958 | $766+1331.0% | $11,611-5.6% | $592+1752.3% |