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 | $280,347 | $76,000+268.9% | $154,107+81.9% | $64,186+336.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.44% | 30.32%-35.8pp | 735.12%-740.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $4,527 | $3,351+35.1% | $5,298-14.5% | $2,381+90.2% |
| Participant deferral / active EE | $14,293 | $3,175+350.1% | $5,081+181.3% | $3,470+311.9% |
| Admin fee / account holder | $22,319 | $5,596+298.8% | $13,411+66.4% | $4,888+356.6% |