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 | $267,890 | $62,586+328.0% | $76,768+249.0% | $64,186+317.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -4.36% | -1.95%-2.4pp | 2.43%-6.8pp | 7.63%-12.0pp |
| Employer contribution / active EE | $6,703 | $1,832+265.9% | $2,485+169.7% | $2,381+181.5% |
| Participant deferral / active EE | $3,698 | $3,145+17.6% | $3,852-4.0% | $3,470+6.6% |
| Admin fee / account holder | $50,528 | $4,667+982.7% | $6,675+657.0% | $4,888+933.7% |