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 7-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 | $748,025 | $94,529+691.3% | $140,016+434.2% | $64,186+1065.4% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -0.52% | 7.77%-8.3pp | 651.12%-651.6pp | 7.63%-8.2pp |
| Employer contribution / active EE | $13,538 | $3,812+255.1% | $5,606+141.5% | $2,381+468.6% |
| Participant deferral / active EE | $14,236 | $5,250+171.2% | $6,927+105.5% | $3,470+310.3% |
| Admin fee / account holder | $21,974 | $6,741+226.0% | $10,705+105.3% | $4,888+349.5% |