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 | $282,536 | $77,813+263.1% | $123,544+128.7% | $64,186+340.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.81% | 12.48%-17.3pp | 119.20%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $4,951 | $3,014+64.3% | $4,628+7.0% | $2,381+107.9% |
| Participant deferral / active EE | $11,455 | $5,240+118.6% | $6,426+78.3% | $3,470+230.2% |
| Admin fee / account holder | $64,898 | $5,519+1076.0% | $9,284+599.0% | $4,888+1227.7% |