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 | $771,972 | $142,344+442.3% | $119,609+545.4% | $134,475+474.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 5.28% | -12.44%+17.7pp | -14.97%+20.2pp | 417.96%-412.7pp |
| Employer contribution / active EE | $2,685 | $5,222-48.6% | $4,232-36.6% | $4,740-43.4% |
| Participant deferral / active EE | $4,060 | $6,469-37.2% | $5,602-27.5% | $6,400-36.6% |
| Admin fee / account holder | $45,646 | $13,584+236.0% | $10,323+342.2% | $11,426+299.5% |