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 | $298,127 | $77,813+283.1% | $123,544+141.3% | $64,186+364.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.63% | 12.48%-16.1pp | 119.20%-122.8pp | 7.63%-11.3pp |
| Employer contribution / active EE | $5,220 | $3,014+73.2% | $4,628+12.8% | $2,381+119.3% |
| Participant deferral / active EE | $10,490 | $5,240+100.2% | $6,426+63.3% | $3,470+202.3% |
| Admin fee / account holder | $26,773 | $5,519+385.1% | $9,284+188.4% | $4,888+447.7% |