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 9-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 | $299,816 | $92,222+225.1% | $76,768+290.5% | $135,375+121.5% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -5.92% | 5.46%-11.4pp | 2.43%-8.3pp | 519.73%-525.6pp |
| Employer contribution / active EE | $27,009 | $3,216+739.9% | $2,485+986.8% | $4,779+465.2% |
| Participant deferral / active EE | $21,500 | $4,509+376.9% | $3,852+458.2% | $5,609+283.3% |
| Admin fee / account holder | $820 | $10,748-92.4% | $6,675-87.7% | $10,827-92.4% |