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 | $289,205 | $58,577+393.7% | $83,333+247.0% | $64,186+350.6% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -2.17% | 9.65%-11.8pp | 10.63%-12.8pp | 7.63%-9.8pp |
| Employer contribution / active EE | $9,291 | $2,098+342.8% | $3,379+175.0% | $2,381+290.2% |
| Participant deferral / active EE | $7,119 | $4,654+53.0% | $5,565+27.9% | $3,470+105.2% |
| Admin fee / account holder | $6,965 | $9,275-24.9% | $7,510-7.3% | $4,888+42.5% |