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 | $362,137 | $94,529+283.1% | $140,016+158.6% | $64,186+464.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -4.61% | 7.77%-12.4pp | 651.12%-655.7pp | 7.63%-12.2pp |
| Employer contribution / active EE | $17,752 | $3,812+365.6% | $5,606+216.7% | $2,381+645.6% |
| Participant deferral / active EE | $15,175 | $5,250+189.0% | $6,927+119.1% | $3,470+337.4% |
| Admin fee / account holder | $17,942 | $6,741+166.2% | $10,705+67.6% | $4,888+267.1% |