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 | $349,674 | $85,790+307.6% | $67,313+419.5% | $135,375+158.3% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | 3.74% | -0.54%+4.3pp | -4.08%+7.8pp | 519.73%-516.0pp |
| Employer contribution / active EE | $16,222 | $3,487+365.2% | $2,566+532.3% | $4,779+239.5% |
| Participant deferral / active EE | $3,372 | $4,651-27.5% | $3,568-5.5% | $5,609-39.9% |
| Admin fee / account holder | $416 | $6,392-93.5% | $4,507-90.8% | $10,827-96.2% |