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 | $252,607 | $131,829+91.6% | $108,579+132.6% | $273,961-7.8% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 6.68% | -91.57%+98.3pp | -51.70%+58.4pp | 41.45%-34.8pp |
| Employer contribution / active EE | $7,070 | $4,912+43.9% | $3,758+88.1% | $4,869+45.2% |
| Participant deferral / active EE | $6,376 | $5,127+24.4% | $4,311+47.9% | $5,287+20.6% |
| Admin fee / account holder | $1,852 | $10,252-81.9% | $7,645-75.8% | $10,132-81.7% |