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 | $292,101 | $76,000+284.3% | $154,107+89.5% | $64,186+355.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.91% | 30.32%-37.2pp | 735.12%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $9,092 | $3,351+171.4% | $5,298+71.6% | $2,381+281.9% |
| Participant deferral / active EE | $5,051 | $3,175+59.1% | $5,081-0.6% | $3,470+45.6% |
| Admin fee / account holder | $3,739 | $5,596-33.2% | $13,411-72.1% | $4,888-23.5% |