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 | $287,142 | $107,791+166.4% | $90,645+216.8% | $135,375+112.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | 6.39% | -0.90%+7.3pp | 1.88%+4.5pp | 519.73%-513.3pp |
| Employer contribution / active EE | $1,518 | $3,018-49.7% | $2,532-40.1% | $4,779-68.2% |
| Participant deferral / active EE | $5,057 | $3,872+30.6% | $3,425+47.7% | $5,609-9.8% |
| Admin fee / account holder | $8,128 | $5,930+37.1% | $4,994+62.8% | $10,827-24.9% |