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 | $289,906 | $76,000+281.5% | $154,107+88.1% | $64,186+351.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.55% | 30.32%-34.9pp | 735.12%-739.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $8,109 | $3,351+142.0% | $5,298+53.1% | $2,381+240.6% |
| Participant deferral / active EE | $4,142 | $3,175+30.4% | $5,081-18.5% | $3,470+19.4% |
| Admin fee / account holder | $8,641 | $5,596+54.4% | $13,411-35.6% | $4,888+76.8% |