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 | $337,766 | $87,540+285.8% | $75,781+345.7% | $125,391+169.4% |
| Participation rate | 87.5% | 80.2%+7.3pp | 75.8%+11.7pp | 83.2%+4.3pp |
| Annual return | 0.60% | 13.48%-12.9pp | 9.68%-9.1pp | 282.22%-281.6pp |
| Employer contribution / active EE | $1,027 | $3,930-73.9% | $3,323-69.1% | $4,866-78.9% |
| Participant deferral / active EE | $2,368 | $4,229-44.0% | $3,651-35.1% | $5,352-55.7% |
| Admin fee / account holder | $5,975 | $6,502-8.1% | $5,299+12.8% | $9,540-37.4% |