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 | $339,427 | $72,404+368.8% | $110,238+207.9% | $64,186+428.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -5.48% | -6.29%+0.8pp | 314.74%-320.2pp | 7.63%-13.1pp |
| Employer contribution / active EE | $8,091 | $2,282+254.6% | $3,826+111.4% | $2,381+239.8% |
| Participant deferral / active EE | $11,306 | $3,469+225.9% | $4,672+142.0% | $3,470+225.9% |
| Admin fee / account holder | $5,842 | $5,664+3.1% | $8,547-31.7% | $4,888+19.5% |