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 | $258,884 | $63,764+306.0% | $81,930+216.0% | $79,858+224.2% |
| Participation rate | 100.0% | 67.5%+32.5pp | 72.0%+28.0pp | 69.6%+30.4pp |
| Annual return | 12.61% | 22.66%-10.0pp | 29.49%-16.9pp | 31.71%-19.1pp |
| Employer contribution / active EE | $3,245 | $1,795+80.7% | $4,310-24.7% | $2,471+31.3% |
| Participant deferral / active EE | $0 | $2,780-100.0% | $7,107-100.0% | $3,740-100.0% |
| Admin fee / account holder | $7,345 | $4,426+65.9% | $5,158+42.4% | $5,306+38.4% |