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 | $307,936 | $57,354+436.9% | $83,848+267.3% | $64,186+379.8% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.05% | 11.38%-16.4pp | 850.88%-855.9pp | 7.63%-12.7pp |
| Employer contribution / active EE | $20,739 | $2,545+714.8% | $3,631+471.2% | $2,381+771.1% |
| Participant deferral / active EE | $6,410 | $2,993+114.2% | $4,082+57.1% | $3,470+84.8% |
| Admin fee / account holder | $14,670 | $4,046+262.6% | $5,478+167.8% | $4,888+200.1% |