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 | $348,519 | $72,404+381.4% | $110,238+216.2% | $64,186+443.0% |
| Participation rate | 96.7% | 73.3%+23.3pp | 79.8%+16.8pp | 69.6%+27.1pp |
| Annual return | -4.23% | -6.29%+2.1pp | 314.74%-319.0pp | 7.63%-11.9pp |
| Employer contribution / active EE | $10,650 | $2,282+366.8% | $3,826+178.3% | $2,381+347.3% |
| Participant deferral / active EE | $11,750 | $3,469+238.7% | $4,672+151.5% | $3,470+238.7% |
| Admin fee / account holder | $57,021 | $5,664+906.7% | $8,547+567.1% | $4,888+1066.5% |