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 | $294,583 | $76,000+287.6% | $154,107+91.2% | $64,186+359.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.29% | 30.32%-35.6pp | 735.12%-740.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $11,870 | $3,351+254.2% | $5,298+124.1% | $2,381+398.5% |
| Participant deferral / active EE | $1,198 | $3,175-62.3% | $5,081-76.4% | $3,470-65.5% |
| Admin fee / account holder | $36,387 | $5,596+550.2% | $13,411+171.3% | $4,888+644.4% |