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 | $308,105 | $49,280+525.2% | $67,313+357.7% | $64,186+380.0% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -4.93% | -1.39%-3.5pp | -4.08%-0.8pp | 7.63%-12.6pp |
| Employer contribution / active EE | $6,051 | $1,668+262.7% | $2,566+135.8% | $2,381+154.1% |
| Participant deferral / active EE | $9,259 | $2,484+272.7% | $3,568+159.5% | $3,470+166.9% |
| Admin fee / account holder | $905 | $3,863-76.6% | $4,507-79.9% | $4,888-81.5% |