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 | $272,609 | $76,000+258.7% | $154,107+76.9% | $64,186+324.7% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.27% | 30.32%-35.6pp | 735.12%-740.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $1,399 | $3,351-58.3% | $5,298-73.6% | $2,381-41.3% |
| Participant deferral / active EE | $2,433 | $3,175-23.4% | $5,081-52.1% | $3,470-29.9% |
| Admin fee / account holder | $9,498 | $5,596+69.7% | $13,411-29.2% | $4,888+94.3% |