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 | $408,857 | $131,829+210.1% | $108,579+276.6% | $273,961+49.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 9.32% | -91.57%+100.9pp | -51.70%+61.0pp | 41.45%-32.1pp |
| Employer contribution / active EE | $13,397 | $4,912+172.7% | $3,758+256.5% | $4,869+175.2% |
| Participant deferral / active EE | $10,380 | $5,127+102.4% | $4,311+140.8% | $5,287+96.3% |
| Admin fee / account holder | $3,942 | $10,252-61.5% | $7,645-48.4% | $10,132-61.1% |