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 | $363,574 | $297,529+22.2% | $246,525+47.5% | $357,791+1.6% |
| Participation rate | 100.0% | 86.5%+13.5pp | 82.0%+18.0pp | 85.6%+14.4pp |
| Annual return | 3.17% | -2.25%+5.4pp | 0.46%+2.7pp | 396.79%-393.6pp |
| Employer contribution / active EE | $22,270 | $8,709+155.7% | $7,467+198.3% | $7,508+196.6% |
| Participant deferral / active EE | $12,529 | $6,076+106.2% | $5,422+131.1% | $5,521+126.9% |
| Admin fee / account holder | $4,892 | $16,212-69.8% | $16,551-70.4% | $28,387-82.8% |