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 | $332,139 | $77,813+326.8% | $123,544+168.8% | $64,186+417.5% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -3.71% | 12.48%-16.2pp | 119.20%-122.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $6,112 | $3,014+102.8% | $4,628+32.1% | $2,381+156.7% |
| Participant deferral / active EE | $8,925 | $5,240+70.3% | $6,426+38.9% | $3,470+157.3% |
| Admin fee / account holder | $10,031 | $5,519+81.8% | $9,284+8.0% | $4,888+105.2% |