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 | $278,783 | $81,900+240.4% | $119,609+133.1% | $68,494+307.0% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -15.85% | -23.82%+8.0pp | -14.97%-0.9pp | -7.84%-8.0pp |
| Employer contribution / active EE | $5,848 | $2,693+117.1% | $4,232+38.2% | $2,596+125.3% |
| Participant deferral / active EE | $11,317 | $4,148+172.8% | $5,602+102.0% | $4,027+181.0% |
| Admin fee / account holder | $18,314 | $6,582+178.3% | $10,323+77.4% | $5,403+239.0% |