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 | $312,785 | $76,000+311.6% | $154,107+103.0% | $64,186+387.3% |
| Participation rate | 88.7% | 70.4%+18.3pp | 83.0%+5.6pp | 69.6%+19.1pp |
| Annual return | -4.87% | 30.32%-35.2pp | 735.12%-740.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $5,301 | $3,351+58.2% | $5,298+0.1% | $2,381+122.7% |
| Participant deferral / active EE | $4,039 | $3,175+27.2% | $5,081-20.5% | $3,470+16.4% |
| Admin fee / account holder | $41,959 | $5,596+649.8% | $13,411+212.9% | $4,888+758.4% |