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 | $295,618 | $72,177+309.6% | $115,037+157.0% | $59,632+395.7% |
| Participation rate | 96.9% | 72.6%+24.3pp | 81.4%+15.5pp | 68.7%+28.2pp |
| Annual return | 0.65% | 12.02%-11.4pp | 26.14%-25.5pp | 2041.28%-2040.6pp |
| Employer contribution / active EE | $5,558 | $2,841+95.6% | $4,608+20.6% | $2,203+152.3% |
| Participant deferral / active EE | $3,585 | $4,783-25.0% | $6,026-40.5% | $3,192+12.3% |
| Admin fee / account holder | $54,488 | $4,927+1005.9% | $8,175+566.5% | $4,297+1168.1% |