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 | $297,502 | $77,813+282.3% | $123,544+140.8% | $64,186+363.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.85% | 12.48%-17.3pp | 119.20%-124.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $7,022 | $3,014+133.0% | $4,628+51.7% | $2,381+194.9% |
| Participant deferral / active EE | $8,490 | $5,240+62.0% | $6,426+32.1% | $3,470+144.7% |
| Admin fee / account holder | $8,585 | $5,519+55.6% | $9,284-7.5% | $4,888+75.6% |