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 | $259,157 | $72,177+259.1% | $115,037+125.3% | $59,632+334.6% |
| Participation rate | 97.4% | 72.6%+24.9pp | 81.4%+16.1pp | 68.7%+28.8pp |
| Annual return | 0.10% | 12.02%-11.9pp | 26.14%-26.0pp | 2041.28%-2041.2pp |
| Employer contribution / active EE | $4,445 | $2,841+56.4% | $4,608-3.5% | $2,203+101.8% |
| Participant deferral / active EE | $8,717 | $4,783+82.3% | $6,026+44.7% | $3,192+173.1% |
| Admin fee / account holder | $40,810 | $4,927+728.3% | $8,175+399.2% | $4,297+849.7% |