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 | $259,503 | $77,813+233.5% | $123,544+110.0% | $64,186+304.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.01% | 12.48%-16.5pp | 119.20%-123.2pp | 7.63%-11.6pp |
| Employer contribution / active EE | $7,105 | $3,014+135.7% | $4,628+53.5% | $2,381+198.4% |
| Participant deferral / active EE | $9,392 | $5,240+79.2% | $6,426+46.2% | $3,470+170.7% |
| Admin fee / account holder | $35,541 | $5,519+544.0% | $9,284+282.8% | $4,888+627.1% |