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 | $263,817 | $131,829+100.1% | $108,579+143.0% | $273,961-3.7% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.97% | -91.57%+99.5pp | -51.70%+59.7pp | 41.45%-33.5pp |
| Employer contribution / active EE | $14,857 | $4,912+202.4% | $3,758+295.3% | $4,869+205.1% |
| Participant deferral / active EE | $10,658 | $5,127+107.9% | $4,311+147.2% | $5,287+101.6% |
| Admin fee / account holder | $2,400 | $10,252-76.6% | $7,645-68.6% | $10,132-76.3% |