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 7-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 | $529,448 | $69,518+661.6% | $59,878+784.2% | $135,375+291.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -5.85% | 7.94%-13.8pp | 3.46%-9.3pp | 519.73%-525.6pp |
| Employer contribution / active EE | $4,002 | $3,235+23.7% | $2,722+47.0% | $4,779-16.3% |
| Participant deferral / active EE | $21,093 | $4,206+401.5% | $3,402+520.0% | $5,609+276.1% |
| Admin fee / account holder | $2,094 | $5,734-63.5% | $3,590-41.7% | $10,827-80.7% |