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 | $252,999 | $77,813+225.1% | $123,544+104.8% | $64,186+294.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.43% | 12.48%-18.9pp | 119.20%-125.6pp | 7.63%-14.1pp |
| Employer contribution / active EE | $6,646 | $3,014+120.5% | $4,628+43.6% | $2,381+179.1% |
| Participant deferral / active EE | $8,042 | $5,240+53.5% | $6,426+25.2% | $3,470+131.8% |
| Admin fee / account holder | $16,165 | $5,519+192.9% | $9,284+74.1% | $4,888+230.7% |