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 6-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 | $792,337 | $468,795+69.0% | $468,815+69.0% | $468,795+69.0% |
| Participation rate | 100.0% | 85.5%+14.5pp | 85.7%+14.3pp | 85.5%+14.5pp |
| Annual return | 15.47% | 39.95%-24.5pp | 6.47%+9.0pp | 39.95%-24.5pp |
| Employer contribution / active EE | $0 | $28,085-100.0% | $45,376-100.0% | $28,085-100.0% |
| Participant deferral / active EE | $0 | $10,110-100.0% | $6,698-100.0% | $10,110-100.0% |
| Admin fee / account holder | $3,553 | $8,110-56.2% | $10,236-65.3% | $8,110-56.2% |