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 | $290,662 | $77,813+273.5% | $123,544+135.3% | $64,186+352.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.28% | 12.48%-16.8pp | 119.20%-123.5pp | 7.63%-11.9pp |
| Employer contribution / active EE | $9,686 | $3,014+221.4% | $4,628+109.3% | $2,381+306.8% |
| Participant deferral / active EE | $5,244 | $5,240+0.1% | $6,426-18.4% | $3,470+51.1% |
| Admin fee / account holder | $9,946 | $5,519+80.2% | $9,284+7.1% | $4,888+103.5% |