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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,159 | $64,119+441.4% | $112,228+209.3% | $66,914+418.8% |
| Participation rate | 99.3% | 68.5%+30.8pp | 75.1%+24.2pp | 69.8%+29.5pp |
| Annual return | 8.60% | -13.81%+22.4pp | 27.45%-18.9pp | 1.58%+7.0pp |
| Employer contribution / active EE | $15,728 | $3,005+423.3% | $3,635+332.7% | $2,544+518.2% |
| Participant deferral / active EE | $0 | $3,693-100.0% | $4,728-100.0% | $4,237-100.0% |
| Admin fee / account holder | $383 | $625-38.8% | $6,410-94.0% | $593-35.5% |