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 | $446,056 | $76,000+486.9% | $154,107+189.4% | $64,186+594.9% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.07% | 30.32%-33.4pp | 735.12%-738.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $38,055 | $3,351+1035.7% | $5,298+618.4% | $2,381+1498.4% |
| Participant deferral / active EE | $3,120 | $3,175-1.7% | $5,081-38.6% | $3,470-10.1% |
| Admin fee / account holder | $122,383 | $5,596+2086.9% | $13,411+812.6% | $4,888+2403.7% |