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 | $279,127 | $76,000+267.3% | $154,107+81.1% | $64,186+334.9% |
| Participation rate | 93.1% | 70.4%+22.7pp | 83.0%+10.1pp | 69.6%+23.5pp |
| Annual return | -6.38% | 30.32%-36.7pp | 735.12%-741.5pp | 7.63%-14.0pp |
| Employer contribution / active EE | $6,001 | $3,351+79.1% | $5,298+13.3% | $2,381+152.0% |
| Participant deferral / active EE | $4,314 | $3,175+35.9% | $5,081-15.1% | $3,470+24.3% |
| Admin fee / account holder | $8,796 | $5,596+57.2% | $13,411-34.4% | $4,888+80.0% |