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 | $265,907 | $107,015+148.5% | $73,545+261.6% | $147,584+80.2% |
| Participation rate | 100.0% | 66.4%+33.6pp | 54.9%+45.1pp | 82.8%+17.2pp |
| Annual return | 5.38% | 38.25%-32.9pp | -15.16%+20.5pp | 578.55%-573.2pp |
| Employer contribution / active EE | $21,317 | $1,760+1111.2% | $1,219+1648.7% | $4,876+337.2% |
| Participant deferral / active EE | $9,120 | $2,462+270.5% | $1,806+405.0% | $5,439+67.7% |
| Admin fee / account holder | $1,756 | $3,055-42.5% | $2,320-24.3% | $10,885-83.9% |