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 | $264,267 | $57,354+360.8% | $83,848+215.2% | $64,186+311.7% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -6.12% | 11.38%-17.5pp | 850.88%-857.0pp | 7.63%-13.8pp |
| Employer contribution / active EE | $14,739 | $2,545+479.1% | $3,631+305.9% | $2,381+519.1% |
| Participant deferral / active EE | $5,027 | $2,993+68.0% | $4,082+23.2% | $3,470+44.9% |
| Admin fee / account holder | $5,245 | $4,046+29.6% | $5,478-4.3% | $4,888+7.3% |