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 | $273,268 | $72,404+277.4% | $110,238+147.9% | $64,186+325.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -4.90% | -6.29%+1.4pp | 314.74%-319.6pp | 7.63%-12.5pp |
| Employer contribution / active EE | $13,010 | $2,282+470.2% | $3,826+240.0% | $2,381+446.5% |
| Participant deferral / active EE | $5,851 | $3,469+68.6% | $4,672+25.2% | $3,470+68.6% |
| Admin fee / account holder | $3,017 | $5,664-46.7% | $8,547-64.7% | $4,888-38.3% |