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 | $286,756 | $57,354+400.0% | $83,848+242.0% | $64,186+346.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -3.27% | 11.38%-14.6pp | 850.88%-854.1pp | 7.63%-10.9pp |
| Employer contribution / active EE | $12,611 | $2,545+395.5% | $3,631+247.3% | $2,381+429.7% |
| Participant deferral / active EE | $8,733 | $2,993+191.8% | $4,082+114.0% | $3,470+151.7% |
| Admin fee / account holder | $28,123 | $4,046+595.1% | $5,478+413.4% | $4,888+475.3% |