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 | $447,228 | $59,101+656.7% | $77,163+479.6% | $75,163+495.0% |
| Participation rate | 96.2% | 63.9%+32.3pp | 69.6%+26.6pp | 67.2%+29.0pp |
| Annual return | 14.18% | 26.71%-12.5pp | 37.87%-23.7pp | 160.62%-146.4pp |
| Employer contribution / active EE | $4,231 | $1,995+112.0% | $2,535+66.9% | $2,670+58.5% |
| Participant deferral / active EE | $0 | $2,999-100.0% | $3,833-100.0% | $4,125-100.0% |
| Admin fee / account holder | $2,016 | $4,774-57.8% | $5,472-63.2% | $5,651-64.3% |