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 | $315,132 | $94,529+233.4% | $140,016+125.1% | $64,186+391.0% |
| Participation rate | 85.2% | 84.1%+1.1pp | 87.5%-2.3pp | 69.6%+15.6pp |
| Annual return | -5.85% | 7.77%-13.6pp | 651.12%-657.0pp | 7.63%-13.5pp |
| Employer contribution / active EE | $7,236 | $3,812+89.8% | $5,606+29.1% | $2,381+203.9% |
| Participant deferral / active EE | $13,109 | $5,250+149.7% | $6,927+89.2% | $3,470+277.8% |
| Admin fee / account holder | $441 | $6,741-93.5% | $10,705-95.9% | $4,888-91.0% |