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 | $414,818 | $131,829+214.7% | $108,579+282.0% | $273,961+51.4% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 4.79% | -91.57%+96.4pp | -51.70%+56.5pp | 41.45%-36.7pp |
| Employer contribution / active EE | $8,656 | $4,912+76.2% | $3,758+130.3% | $4,869+77.8% |
| Participant deferral / active EE | $11,556 | $5,127+125.4% | $4,311+168.1% | $5,287+118.6% |
| Admin fee / account holder | $7,617 | $10,252-25.7% | $7,645-0.4% | $10,132-24.8% |