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 | $569,316 | $131,829+331.9% | $108,579+424.3% | $273,961+107.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.65% | -91.57%+98.2pp | -51.70%+58.3pp | 41.45%-34.8pp |
| Employer contribution / active EE | $9,970 | $4,912+103.0% | $3,758+165.3% | $4,869+104.8% |
| Participant deferral / active EE | $13,465 | $5,127+162.6% | $4,311+212.4% | $5,287+154.7% |
| Admin fee / account holder | $3,400 | $10,252-66.8% | $7,645-55.5% | $10,132-66.4% |