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 | $430,946 | $131,829+226.9% | $108,579+296.9% | $273,961+57.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 3.56% | -91.57%+95.1pp | -51.70%+55.3pp | 41.45%-37.9pp |
| Employer contribution / active EE | $15,490 | $4,912+215.3% | $3,758+312.2% | $4,869+218.1% |
| Participant deferral / active EE | $1,929 | $5,127-62.4% | $4,311-55.3% | $5,287-63.5% |
| Admin fee / account holder | $22,309 | $10,252+117.6% | $7,645+191.8% | $10,132+120.2% |