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 | $252,255 | $76,000+231.9% | $154,107+63.7% | $64,186+293.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.55% | 30.32%-35.9pp | 735.12%-740.7pp | 7.63%-13.2pp |
| Employer contribution / active EE | $4,231 | $3,351+26.3% | $5,298-20.1% | $2,381+77.7% |
| Participant deferral / active EE | $6,950 | $3,175+118.9% | $5,081+36.8% | $3,470+100.3% |
| Admin fee / account holder | $3,670 | $5,596-34.4% | $13,411-72.6% | $4,888-24.9% |