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 | $529,538 | $72,388+631.5% | $111,392+375.4% | $64,186+725.0% |
| Participation rate | 100.0% | 70.5%+29.5pp | 78.9%+21.1pp | 69.6%+30.4pp |
| Annual return | -4.98% | -1.50%-3.5pp | -2.06%-2.9pp | 7.63%-12.6pp |
| Employer contribution / active EE | $23,284 | $3,000+676.2% | $4,328+438.0% | $2,381+878.0% |
| Participant deferral / active EE | $15,642 | $4,241+268.8% | $5,567+181.0% | $3,470+350.8% |
| Admin fee / account holder | $6,888 | $5,719+20.4% | $12,266-43.8% | $4,888+40.9% |