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 8-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 | $435,828 | $94,529+361.0% | $140,016+211.3% | $64,186+579.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -3.04% | 7.77%-10.8pp | 651.12%-654.2pp | 7.63%-10.7pp |
| Employer contribution / active EE | $17,510 | $3,812+359.3% | $5,606+212.3% | $2,381+635.4% |
| Participant deferral / active EE | $13,650 | $5,250+160.0% | $6,927+97.0% | $3,470+293.4% |
| Admin fee / account holder | $195,813 | $6,741+2804.9% | $10,705+1729.1% | $4,888+3906.0% |