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 | $275,252 | $82,032+235.5% | $123,104+123.6% | $59,632+361.6% |
| Participation rate | 90.9% | 83.2%+7.7pp | 86.8%+4.1pp | 68.7%+22.2pp |
| Annual return | -0.78% | 5.12%-5.9pp | 13.22%-14.0pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $13,533 | $3,297+310.5% | $5,151+162.7% | $2,203+514.4% |
| Participant deferral / active EE | $11,877 | $4,667+154.5% | $6,230+90.7% | $3,192+272.1% |
| Admin fee / account holder | $4,687 | $5,881-20.3% | $9,015-48.0% | $4,297+9.1% |