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 | $320,386 | $97,044+230.1% | $83,333+284.5% | $135,375+136.7% |
| Participation rate | 78.6% | 80.4%-1.8pp | 77.8%+0.8pp | 82.6%-4.1pp |
| Annual return | -3.51% | 12.31%-15.8pp | 10.63%-14.1pp | 519.73%-523.2pp |
| Employer contribution / active EE | $11,518 | $4,143+178.0% | $3,379+240.9% | $4,779+141.0% |
| Participant deferral / active EE | $5,207 | $5,964-12.7% | $5,565-6.4% | $5,609-7.2% |
| Admin fee / account holder | $112,547 | $8,380+1243.1% | $7,510+1398.6% | $10,827+939.5% |