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 | $615,830 | $95,862+542.4% | $79,550+674.1% | $134,475+358.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 7.24% | -2.69%+9.9pp | 0.16%+7.1pp | 417.96%-410.7pp |
| Employer contribution / active EE | $1,674 | $3,128-46.5% | $2,413-30.6% | $4,740-64.7% |
| Participant deferral / active EE | $9,233 | $4,693+96.7% | $3,985+131.7% | $6,400+44.3% |
| Admin fee / account holder | $29,189 | $9,126+219.8% | $6,832+327.2% | $11,426+155.5% |