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 | $263,960 | $56,484+367.3% | $169,463+55.8% | $64,186+311.2% |
| Participation rate | 100.0% | 64.5%+35.5pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -3.68% | -1.55%-2.1pp | 1.83%-5.5pp | 7.63%-11.3pp |
| Employer contribution / active EE | $7,145 | $1,832+289.9% | $4,159+71.8% | $2,381+200.1% |
| Participant deferral / active EE | $12,411 | $3,448+260.0% | $5,277+135.2% | $3,470+257.7% |
| Admin fee / account holder | $5,405 | $4,174+29.5% | $9,109-40.7% | $4,888+10.6% |