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 | $341,690 | $77,813+339.1% | $123,544+176.6% | $64,186+432.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.45% | 12.48%-15.9pp | 119.20%-122.6pp | 7.63%-11.1pp |
| Employer contribution / active EE | $5,526 | $3,014+83.4% | $4,628+19.4% | $2,381+132.1% |
| Participant deferral / active EE | $7,047 | $5,240+34.5% | $6,426+9.7% | $3,470+103.1% |
| Admin fee / account holder | $12,993 | $5,519+135.4% | $9,284+40.0% | $4,888+165.8% |