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 | $285,557 | $76,000+275.7% | $154,107+85.3% | $64,186+344.9% |
| Participation rate | 98.6% | 70.4%+28.2pp | 83.0%+15.6pp | 69.6%+29.0pp |
| Annual return | -4.94% | 30.32%-35.3pp | 735.12%-740.1pp | 7.63%-12.6pp |
| Employer contribution / active EE | $13,642 | $3,351+307.1% | $5,298+157.5% | $2,381+473.0% |
| Participant deferral / active EE | $11,825 | $3,175+272.4% | $5,081+132.7% | $3,470+240.8% |
| Admin fee / account holder | $3,642 | $5,596-34.9% | $13,411-72.8% | $4,888-25.5% |