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 | $375,520 | $131,829+184.9% | $108,579+245.9% | $273,961+37.1% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.41% | -91.57%+96.0pp | -51.70%+56.1pp | 41.45%-37.0pp |
| Employer contribution / active EE | $2,988 | $4,912-39.2% | $3,758-20.5% | $4,869-38.6% |
| Participant deferral / active EE | $20,400 | $5,127+297.9% | $4,311+373.2% | $5,287+285.8% |
| Admin fee / account holder | $1,968 | $10,252-80.8% | $7,645-74.3% | $10,132-80.6% |