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 | $286,811 | $62,586+358.3% | $76,768+273.6% | $64,186+346.8% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -2.92% | -1.95%-1.0pp | 2.43%-5.3pp | 7.63%-10.6pp |
| Employer contribution / active EE | $7,813 | $1,832+326.5% | $2,485+214.4% | $2,381+228.1% |
| Participant deferral / active EE | $1,826 | $3,145-41.9% | $3,852-52.6% | $3,470-47.4% |
| Admin fee / account holder | $9,950 | $4,667+113.2% | $6,675+49.1% | $4,888+103.6% |