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 | $263,461 | $147,167+79.0% | $111,392+136.5% | $135,375+94.6% |
| Participation rate | 100.0% | 84.0%+16.0pp | 78.9%+21.1pp | 82.6%+17.4pp |
| Annual return | 4.14% | -4.44%+8.6pp | -2.06%+6.2pp | 519.73%-515.6pp |
| Employer contribution / active EE | $3,086 | $5,204-40.7% | $4,328-28.7% | $4,779-35.4% |
| Participant deferral / active EE | $6,890 | $6,565+4.9% | $5,567+23.8% | $5,609+22.8% |
| Admin fee / account holder | $7,197 | $20,270-64.5% | $12,266-41.3% | $10,827-33.5% |