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 | $352,415 | $94,529+272.8% | $140,016+151.7% | $64,186+449.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.73% | 7.77%-12.5pp | 651.12%-655.8pp | 7.63%-12.4pp |
| Employer contribution / active EE | $16,923 | $3,812+343.9% | $5,606+201.9% | $2,381+610.8% |
| Participant deferral / active EE | $17,398 | $5,250+231.4% | $6,927+151.2% | $3,470+401.5% |
| Admin fee / account holder | $8,117 | $6,741+20.4% | $10,705-24.2% | $4,888+66.1% |