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 | $269,630 | $82,664+226.2% | $125,339+115.1% | $68,494+293.7% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -17.44% | -5.97%-11.5pp | 572.05%-589.5pp | -7.84%-9.6pp |
| Employer contribution / active EE | $9,153 | $3,381+170.7% | $4,814+90.1% | $2,596+252.5% |
| Participant deferral / active EE | $7,903 | $6,110+29.3% | $7,446+6.1% | $4,027+96.3% |
| Admin fee / account holder | $4,947 | $6,275-21.2% | $10,010-50.6% | $5,403-8.4% |