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 | $344,644 | $131,829+161.4% | $108,579+217.4% | $273,961+25.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.07% | -91.57%+97.6pp | -51.70%+57.8pp | 41.45%-35.4pp |
| Employer contribution / active EE | $13,075 | $4,912+166.2% | $3,758+247.9% | $4,869+168.6% |
| Participant deferral / active EE | $9,519 | $5,127+85.7% | $4,311+120.8% | $5,287+80.0% |
| Admin fee / account holder | $2,773 | $10,252-72.9% | $7,645-63.7% | $10,132-72.6% |