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 | $260,816 | $69,977+272.7% | $108,579+140.2% | $62,891+314.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 7.35% | 10.73%-3.4pp | -51.70%+59.0pp | 20.14%-12.8pp |
| Employer contribution / active EE | $18,134 | $2,135+749.4% | $3,758+382.5% | $2,281+695.0% |
| Participant deferral / active EE | $2,092 | $3,165-33.9% | $4,311-51.5% | $3,203-34.7% |
| Admin fee / account holder | $8,167 | $5,076+60.9% | $7,645+6.8% | $4,296+90.1% |