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 3-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 | $285,683 | $82,032+248.3% | $123,104+132.1% | $59,632+379.1% |
| Participation rate | 94.7% | 83.2%+11.5pp | 86.8%+8.0pp | 68.7%+26.1pp |
| Annual return | -0.81% | 5.12%-5.9pp | 13.22%-14.0pp | 2041.28%-2042.1pp |
| Employer contribution / active EE | $28,059 | $3,297+751.1% | $5,151+444.7% | $2,203+1173.9% |
| Participant deferral / active EE | $0 | $4,667-100.0% | $6,230-100.0% | $3,192-100.0% |
| Admin fee / account holder | $28,919 | $5,881+391.8% | $9,015+220.8% | $4,297+573.0% |