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 | $574,010 | $76,000+655.3% | $154,107+272.5% | $64,186+794.3% |
| Participation rate | 98.1% | 70.4%+27.7pp | 83.0%+15.1pp | 69.6%+28.6pp |
| Annual return | -5.86% | 30.32%-36.2pp | 735.12%-741.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $24,218 | $3,351+622.8% | $5,298+357.2% | $2,381+917.2% |
| Participant deferral / active EE | $9,183 | $3,175+189.2% | $5,081+80.7% | $3,470+164.7% |
| Admin fee / account holder | $7,328 | $5,596+30.9% | $13,411-45.4% | $4,888+49.9% |