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 | $290,699 | $131,829+120.5% | $108,579+167.7% | $273,961+6.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.25% | -91.57%+99.8pp | -51.70%+59.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $4,762 | $4,912-3.1% | $3,758+26.7% | $4,869-2.2% |
| Participant deferral / active EE | $15,704 | $5,127+206.3% | $4,311+264.3% | $5,287+197.0% |
| Admin fee / account holder | $5,167 | $10,252-49.6% | $7,645-32.4% | $10,132-49.0% |