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 | $262,668 | $113,935+130.5% | $94,224+178.8% | $125,391+109.5% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | -0.33% | 5.29%-5.6pp | 10.68%-11.0pp | 282.22%-282.6pp |
| Employer contribution / active EE | $2,685 | $4,727-43.2% | $3,587-25.1% | $4,866-44.8% |
| Participant deferral / active EE | $6,171 | $5,179+19.2% | $4,320+42.8% | $5,352+15.3% |
| Admin fee / account holder | $25,000 | $8,391+197.9% | $6,269+298.8% | $9,540+162.0% |