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 | $317,379 | $75,935+318.0% | $60,547+424.2% | $125,391+153.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 68.0%+32.0pp | 83.2%+16.8pp |
| Annual return | -0.65% | -5.38%+4.7pp | 335.64%-336.3pp | 282.22%-282.9pp |
| Employer contribution / active EE | $9,707 | $3,438+182.4% | $2,419+301.2% | $4,866+99.5% |
| Participant deferral / active EE | $16,177 | $4,506+259.0% | $3,328+386.1% | $5,352+202.3% |
| Admin fee / account holder | $25,135 | $6,768+271.4% | $4,536+454.1% | $9,540+163.5% |