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 | $333,597 | $76,000+338.9% | $154,107+116.5% | $64,186+419.7% |
| Participation rate | 92.9% | 70.4%+22.4pp | 83.0%+9.8pp | 69.6%+23.3pp |
| Annual return | -4.25% | 30.32%-34.6pp | 735.12%-739.4pp | 7.63%-11.9pp |
| Employer contribution / active EE | $23,411 | $3,351+598.7% | $5,298+341.9% | $2,381+883.3% |
| Participant deferral / active EE | $12,696 | $3,175+299.9% | $5,081+149.9% | $3,470+265.9% |
| Admin fee / account holder | $20,144 | $5,596+260.0% | $13,411+50.2% | $4,888+312.1% |