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 | $346,186 | $76,000+355.5% | $154,107+124.6% | $64,186+439.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.82% | 30.32%-35.1pp | 735.12%-739.9pp | 7.63%-12.4pp |
| Employer contribution / active EE | $10,124 | $3,351+202.1% | $5,298+91.1% | $2,381+325.2% |
| Participant deferral / active EE | $12,721 | $3,175+300.7% | $5,081+150.4% | $3,470+266.7% |
| Admin fee / account holder | $15,523 | $5,596+177.4% | $13,411+15.7% | $4,888+217.6% |