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 | $336,105 | $77,813+331.9% | $123,544+172.1% | $64,186+423.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -1.51% | 12.48%-14.0pp | 119.20%-120.7pp | 7.63%-9.1pp |
| Employer contribution / active EE | $12,590 | $3,014+317.7% | $4,628+172.0% | $2,381+428.8% |
| Participant deferral / active EE | $5,718 | $5,240+9.1% | $6,426-11.0% | $3,470+64.8% |
| Admin fee / account holder | $166,550 | $5,519+2917.9% | $9,284+1694.0% | $4,888+3307.3% |