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 | $337,035 | $85,790+292.9% | $67,313+400.7% | $135,375+149.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 5.82% | -0.54%+6.4pp | -4.08%+9.9pp | 519.73%-513.9pp |
| Employer contribution / active EE | $16,171 | $3,487+363.7% | $2,566+530.3% | $4,779+238.4% |
| Participant deferral / active EE | $15,555 | $4,651+234.4% | $3,568+335.9% | $5,609+177.3% |
| Admin fee / account holder | $11,916 | $6,392+86.4% | $4,507+164.4% | $10,827+10.1% |