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 9-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 | $280,392 | $77,813+260.3% | $123,544+127.0% | $64,186+336.8% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -4.42% | 12.48%-16.9pp | 119.20%-123.6pp | 7.63%-12.0pp |
| Employer contribution / active EE | $10,079 | $3,014+234.4% | $4,628+117.8% | $2,381+323.3% |
| Participant deferral / active EE | $7,668 | $5,240+46.3% | $6,426+19.3% | $3,470+121.0% |
| Admin fee / account holder | $793 | $5,519-85.6% | $9,284-91.5% | $4,888-83.8% |