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 | $251,666 | $77,813+223.4% | $123,544+103.7% | $64,186+292.1% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.81% | 12.48%-17.3pp | 119.20%-124.0pp | 7.63%-12.4pp |
| Employer contribution / active EE | $4,268 | $3,014+41.6% | $4,628-7.8% | $2,381+79.3% |
| Participant deferral / active EE | $10,302 | $5,240+96.6% | $6,426+60.3% | $3,470+196.9% |
| Admin fee / account holder | $4,227 | $5,519-23.4% | $9,284-54.5% | $4,888-13.5% |