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 | $296,928 | $131,829+125.2% | $108,579+173.5% | $273,961+8.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 12.29% | -91.57%+103.9pp | -51.70%+64.0pp | 41.45%-29.2pp |
| Employer contribution / active EE | $14,248 | $4,912+190.0% | $3,758+279.1% | $4,869+192.6% |
| Participant deferral / active EE | $7,604 | $5,127+48.3% | $4,311+76.4% | $5,287+43.8% |
| Admin fee / account holder | $1,429 | $10,252-86.1% | $7,645-81.3% | $10,132-85.9% |