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 | $283,616 | $131,829+115.1% | $108,579+161.2% | $273,961+3.5% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 8.23% | -91.57%+99.8pp | -51.70%+59.9pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,344 | $4,912-52.3% | $3,758-37.6% | $4,869-51.9% |
| Participant deferral / active EE | $8,047 | $5,127+56.9% | $4,311+86.7% | $5,287+52.2% |
| Admin fee / account holder | $2,670 | $10,252-74.0% | $7,645-65.1% | $10,132-73.6% |