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 | $629,860 | $131,829+377.8% | $108,579+480.1% | $273,961+129.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 7.84% | -91.57%+99.4pp | -51.70%+59.5pp | 41.45%-33.6pp |
| Employer contribution / active EE | $18,344 | $4,912+273.4% | $3,758+388.1% | $4,869+276.8% |
| Participant deferral / active EE | $7,963 | $5,127+55.3% | $4,311+84.7% | $5,287+50.6% |
| Admin fee / account holder | $4,367 | $10,252-57.4% | $7,645-42.9% | $10,132-56.9% |