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 | $367,034 | $77,813+371.7% | $123,544+197.1% | $64,186+471.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -2.87% | 12.48%-15.4pp | 119.20%-122.1pp | 7.63%-10.5pp |
| Employer contribution / active EE | $3,190 | $3,014+5.8% | $4,628-31.1% | $2,381+34.0% |
| Participant deferral / active EE | $4,140 | $5,240-21.0% | $6,426-35.6% | $3,470+19.3% |
| Admin fee / account holder | $7,574 | $5,519+37.2% | $9,284-18.4% | $4,888+55.0% |