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 | $338,151 | $77,813+334.6% | $123,544+173.7% | $64,186+426.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.39% | 12.48%-16.9pp | 119.20%-123.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $14,536 | $3,014+382.3% | $4,628+214.1% | $2,381+510.6% |
| Participant deferral / active EE | $7,170 | $5,240+36.8% | $6,426+11.6% | $3,470+106.7% |
| Admin fee / account holder | $4,016 | $5,519-27.2% | $9,284-56.7% | $4,888-17.8% |