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 | $285,611 | $57,354+398.0% | $83,848+240.6% | $64,186+345.0% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | -5.95% | 11.38%-17.3pp | 850.88%-856.8pp | 7.63%-13.6pp |
| Employer contribution / active EE | $5,219 | $2,545+105.0% | $3,631+43.7% | $2,381+119.2% |
| Participant deferral / active EE | $8,287 | $2,993+176.9% | $4,082+103.0% | $3,470+138.8% |
| Admin fee / account holder | $12,437 | $4,046+207.4% | $5,478+127.0% | $4,888+154.4% |