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 | $262,864 | $77,813+237.8% | $123,544+112.8% | $64,186+309.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.59% | 12.48%-17.1pp | 119.20%-123.8pp | 7.63%-12.2pp |
| Employer contribution / active EE | $7,600 | $3,014+152.2% | $4,628+64.2% | $2,381+219.2% |
| Participant deferral / active EE | $5,348 | $5,240+2.1% | $6,426-16.8% | $3,470+54.1% |
| Admin fee / account holder | $12,458 | $5,519+125.7% | $9,284+34.2% | $4,888+154.9% |