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 | $366,297 | $65,041+463.2% | $90,951+302.7% | $79,858+358.7% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 15.18% | 30.45%-15.3pp | 134.60%-119.4pp | 31.71%-16.5pp |
| Employer contribution / active EE | $1,152 | $1,247-7.6% | $2,122-45.7% | $2,471-53.4% |
| Participant deferral / active EE | $5,742 | $2,512+128.6% | $3,373+70.2% | $3,740+53.5% |
| Admin fee / account holder | $14,810 | $4,536+226.5% | $5,959+148.6% | $5,306+179.1% |