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 | $270,213 | $131,829+105.0% | $108,579+148.9% | $273,961-1.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.14% | -91.57%+94.7pp | -51.70%+54.8pp | 41.45%-38.3pp |
| Employer contribution / active EE | $9,600 | $4,912+95.4% | $3,758+155.4% | $4,869+97.2% |
| Participant deferral / active EE | $5,763 | $5,127+12.4% | $4,311+33.7% | $5,287+9.0% |
| Admin fee / account holder | $5,003 | $10,252-51.2% | $7,645-34.6% | $10,132-50.6% |