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 | $348,616 | $104,974+232.1% | $95,585+264.7% | $142,382+144.8% |
| Participation rate | 87.0% | 75.0%+12.0pp | 72.1%+14.9pp | 80.1%+6.8pp |
| Annual return | 11.71% | 210.33%-198.6pp | 38.56%-26.8pp | 217.08%-205.4pp |
| Employer contribution / active EE | $2,665 | $2,779-4.1% | $2,527+5.5% | $4,299-38.0% |
| Participant deferral / active EE | $3,873 | $4,352-11.0% | $4,023-3.7% | $6,507-40.5% |
| Admin fee / account holder | $52,725 | $6,386+725.6% | $6,127+760.5% | $12,624+317.7% |