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 | $685,133 | $95,862+614.7% | $79,550+761.3% | $134,475+409.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 4.59% | -2.69%+7.3pp | 0.16%+4.4pp | 417.96%-413.4pp |
| Employer contribution / active EE | $23,513 | $3,128+651.7% | $2,413+874.4% | $4,740+396.1% |
| Participant deferral / active EE | $3,750 | $4,693-20.1% | $3,985-5.9% | $6,400-41.4% |
| Admin fee / account holder | $3,672 | $9,126-59.8% | $6,832-46.3% | $11,426-67.9% |