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 | $333,545 | $73,867+351.5% | $143,757+132.0% | $68,494+387.0% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -2.54% | 1.01%-3.6pp | -0.04%-2.5pp | -7.84%+5.3pp |
| Employer contribution / active EE | $3,179 | $3,184-0.2% | $4,951-35.8% | $2,596+22.5% |
| Participant deferral / active EE | $5,774 | $3,384+70.6% | $5,637+2.4% | $4,027+43.4% |
| Admin fee / account holder | $145,129 | $5,755+2422.0% | $14,673+889.1% | $5,403+2586.2% |