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 | $279,936 | $44,850+524.2% | $60,547+362.3% | $59,632+369.4% |
| Participation rate | 100.0% | 59.5%+40.5pp | 68.0%+32.0pp | 68.7%+31.3pp |
| Annual return | 0.21% | 1074.14%-1073.9pp | 335.64%-335.4pp | 2041.28%-2041.1pp |
| Employer contribution / active EE | $22,127 | $1,462+1413.6% | $2,419+814.6% | $2,203+904.6% |
| Participant deferral / active EE | $13,134 | $2,230+489.0% | $3,328+294.7% | $3,192+311.5% |
| Admin fee / account holder | $1,990 | $3,635-45.2% | $4,536-56.1% | $4,297-53.7% |