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 | $360,761 | $76,000+374.7% | $154,107+134.1% | $64,186+462.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -7.43% | 30.32%-37.7pp | 735.12%-742.5pp | 7.63%-15.1pp |
| Employer contribution / active EE | $15,912 | $3,351+374.9% | $5,298+200.4% | $2,381+568.3% |
| Participant deferral / active EE | $12,044 | $3,175+279.3% | $5,081+137.1% | $3,470+247.1% |
| Admin fee / account holder | $6,456 | $5,596+15.4% | $13,411-51.9% | $4,888+32.1% |