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 | $272,481 | $87,841+210.2% | $133,980+103.4% | $62,891+333.3% |
| Participation rate | 72.2% | 83.4%-11.2pp | 87.1%-14.8pp | 69.3%+2.9pp |
| Annual return | 12.63% | 12.05%+0.6pp | 29.30%-16.7pp | 20.14%-7.5pp |
| Employer contribution / active EE | $0 | $3,483-100.0% | $5,211-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $7,896 | $4,812+64.1% | $6,282+25.7% | $3,203+146.5% |
| Admin fee / account holder | $10,273 | $5,371+91.3% | $9,324+10.2% | $4,296+139.1% |