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 | $259,508 | $77,813+233.5% | $123,544+110.1% | $64,186+304.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -6.79% | 12.48%-19.3pp | 119.20%-126.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $9,511 | $3,014+215.6% | $4,628+105.5% | $2,381+299.5% |
| Participant deferral / active EE | $7,596 | $5,240+45.0% | $6,426+18.2% | $3,470+118.9% |
| Admin fee / account holder | $26,911 | $5,519+387.6% | $9,284+189.9% | $4,888+450.6% |