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 | $386,068 | $94,529+308.4% | $140,016+175.7% | $64,186+501.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -1.73% | 7.77%-9.5pp | 651.12%-652.9pp | 7.63%-9.4pp |
| Employer contribution / active EE | $21,028 | $3,812+451.6% | $5,606+275.1% | $2,381+783.2% |
| Participant deferral / active EE | $15,934 | $5,250+203.5% | $6,927+130.0% | $3,470+359.3% |
| Admin fee / account holder | $657 | $6,741-90.2% | $10,705-93.9% | $4,888-86.6% |