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 | $285,249 | $50,199+468.2% | $70,092+307.0% | $66,914+326.3% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | 21.28% | -13.85%+35.1pp | 190.73%-169.5pp | 1.58%+19.7pp |
| Employer contribution / active EE | $3,569 | $1,864+91.5% | $2,559+39.5% | $2,544+40.3% |
| Participant deferral / active EE | $0 | $3,112-100.0% | $3,849-100.0% | $4,237-100.0% |
| Admin fee / account holder | $2,042 | $600+240.4% | $6,267-67.4% | $593+244.1% |