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 | $289,855 | $77,813+272.5% | $123,544+134.6% | $64,186+351.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -5.25% | 12.48%-17.7pp | 119.20%-124.4pp | 7.63%-12.9pp |
| Employer contribution / active EE | $14,392 | $3,014+377.5% | $4,628+211.0% | $2,381+504.5% |
| Participant deferral / active EE | $14,227 | $5,240+171.5% | $6,426+121.4% | $3,470+310.0% |
| Admin fee / account holder | $80,824 | $5,519+1364.5% | $9,284+770.6% | $4,888+1553.5% |