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 | $332,760 | $58,577+468.1% | $83,333+299.3% | $64,186+418.4% |
| Participation rate | 100.0% | 72.0%+28.0pp | 77.8%+22.2pp | 69.6%+30.4pp |
| Annual return | -3.56% | 9.65%-13.2pp | 10.63%-14.2pp | 7.63%-11.2pp |
| Employer contribution / active EE | $7,000 | $2,098+233.6% | $3,379+107.2% | $2,381+194.0% |
| Participant deferral / active EE | $11,251 | $4,654+141.7% | $5,565+102.2% | $3,470+224.3% |
| Admin fee / account holder | $79,471 | $9,275+756.8% | $7,510+958.1% | $4,888+1525.8% |