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 | $264,422 | $94,529+179.7% | $140,016+88.9% | $64,186+312.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -5.48% | 7.77%-13.3pp | 651.12%-656.6pp | 7.63%-13.1pp |
| Employer contribution / active EE | $5,961 | $3,812+56.4% | $5,606+6.3% | $2,381+150.4% |
| Participant deferral / active EE | $8,059 | $5,250+53.5% | $6,927+16.3% | $3,470+132.3% |
| Admin fee / account holder | $23,381 | $6,741+246.9% | $10,705+118.4% | $4,888+378.3% |