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 | $465,555 | $76,000+512.6% | $154,107+202.1% | $64,186+625.3% |
| Participation rate | 96.9% | 70.4%+26.5pp | 83.0%+13.9pp | 69.6%+27.3pp |
| Annual return | -4.84% | 30.32%-35.2pp | 735.12%-740.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $27,060 | $3,351+707.6% | $5,298+410.8% | $2,381+1036.6% |
| Participant deferral / active EE | $16,431 | $3,175+417.5% | $5,081+223.4% | $3,470+373.6% |
| Admin fee / account holder | $44,086 | $5,596+687.8% | $13,411+228.7% | $4,888+801.9% |