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 | $264,702 | $107,791+145.6% | $90,645+192.0% | $135,375+95.5% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -5.84% | -0.90%-4.9pp | 1.88%-7.7pp | 519.73%-525.6pp |
| Employer contribution / active EE | $24,102 | $3,018+698.6% | $2,532+852.0% | $4,779+404.4% |
| Participant deferral / active EE | $13,881 | $3,872+258.5% | $3,425+305.3% | $5,609+147.5% |
| Admin fee / account holder | $2,551 | $5,930-57.0% | $4,994-48.9% | $10,827-76.4% |