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 | $800,232 | $76,000+952.9% | $154,107+419.3% | $64,186+1146.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.30% | 30.32%-33.6pp | 735.12%-738.4pp | 7.63%-10.9pp |
| Employer contribution / active EE | $36,652 | $3,351+993.8% | $5,298+591.9% | $2,381+1439.5% |
| Participant deferral / active EE | $26,196 | $3,175+725.1% | $5,081+415.6% | $3,470+655.0% |
| Admin fee / account holder | $70,963 | $5,596+1168.1% | $13,411+429.1% | $4,888+1351.8% |