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 | $321,603 | $85,790+274.9% | $67,313+377.8% | $135,375+137.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 9.04% | -0.54%+9.6pp | -4.08%+13.1pp | 519.73%-510.7pp |
| Employer contribution / active EE | $3,646 | $3,487+4.5% | $2,566+42.1% | $4,779-23.7% |
| Participant deferral / active EE | $4,707 | $4,651+1.2% | $3,568+31.9% | $5,609-16.1% |
| Admin fee / account holder | $15,983 | $6,392+150.0% | $4,507+254.6% | $10,827+47.6% |