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 7-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 | $288,015 | $87,540+229.0% | $75,781+280.1% | $125,391+129.7% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | 0.92% | 13.48%-12.6pp | 9.68%-8.8pp | 282.22%-281.3pp |
| Employer contribution / active EE | $13,415 | $3,930+241.4% | $3,323+303.7% | $4,866+175.7% |
| Participant deferral / active EE | $3,054 | $4,229-27.8% | $3,651-16.4% | $5,352-42.9% |
| Admin fee / account holder | $9,128 | $6,502+40.4% | $5,299+72.3% | $9,540-4.3% |