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 | $269,359 | $76,000+254.4% | $154,107+74.8% | $64,186+319.7% |
| Participation rate | 96.7% | 70.4%+26.3pp | 83.0%+13.6pp | 69.6%+27.1pp |
| Annual return | -3.94% | 30.32%-34.3pp | 735.12%-739.1pp | 7.63%-11.6pp |
| Employer contribution / active EE | $15,306 | $3,351+356.8% | $5,298+188.9% | $2,381+542.9% |
| Participant deferral / active EE | $9,302 | $3,175+193.0% | $5,081+83.1% | $3,470+168.1% |
| Admin fee / account holder | $101,716 | $5,596+1717.6% | $13,411+658.5% | $4,888+1980.9% |