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 | $323,641 | $107,791+200.2% | $90,645+257.0% | $135,375+139.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 1.55% | -0.90%+2.4pp | 1.88%-0.3pp | 519.73%-518.2pp |
| Employer contribution / active EE | $13,324 | $3,018+341.5% | $2,532+426.3% | $4,779+178.8% |
| Participant deferral / active EE | $2,181 | $3,872-43.7% | $3,425-36.3% | $5,609-61.1% |
| Admin fee / account holder | $5,326 | $5,930-10.2% | $4,994+6.7% | $10,827-50.8% |