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 | $314,816 | $142,344+121.2% | $119,609+163.2% | $134,475+134.1% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | 1.75% | -12.44%+14.2pp | -14.97%+16.7pp | 417.96%-416.2pp |
| Employer contribution / active EE | $4,806 | $5,222-8.0% | $4,232+13.6% | $4,740+1.4% |
| Participant deferral / active EE | $15,157 | $6,469+134.3% | $5,602+170.6% | $6,400+136.8% |
| Admin fee / account holder | $30,647 | $13,584+125.6% | $10,323+196.9% | $11,426+168.2% |