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 | $529,321 | $76,000+596.5% | $154,107+243.5% | $64,186+724.7% |
| Participation rate | 92.3% | 70.4%+21.9pp | 83.0%+9.3pp | 69.6%+22.7pp |
| Annual return | -7.18% | 30.32%-37.5pp | 735.12%-742.3pp | 7.63%-14.8pp |
| Employer contribution / active EE | $21,968 | $3,351+555.6% | $5,298+314.7% | $2,381+822.7% |
| Participant deferral / active EE | $16,057 | $3,175+405.7% | $5,081+216.1% | $3,470+362.8% |
| Admin fee / account holder | $8,347 | $5,596+49.1% | $13,411-37.8% | $4,888+70.8% |