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 | $271,191 | $77,813+248.5% | $123,544+119.5% | $64,186+322.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -2.70% | 12.48%-15.2pp | 119.20%-121.9pp | 7.63%-10.3pp |
| Employer contribution / active EE | $8,816 | $3,014+192.5% | $4,628+90.5% | $2,381+270.3% |
| Participant deferral / active EE | $9,640 | $5,240+84.0% | $6,426+50.0% | $3,470+177.8% |
| Admin fee / account holder | $9,163 | $5,519+66.0% | $9,284-1.3% | $4,888+87.5% |