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 | $284,818 | $91,538+211.1% | $129,995+119.1% | $75,163+278.9% |
| Participation rate | 92.6% | 71.4%+21.2pp | 78.5%+14.1pp | 67.2%+25.4pp |
| Annual return | 18.26% | -631.11%+649.4pp | -137.18%+155.4pp | 160.62%-142.4pp |
| Employer contribution / active EE | $1,793 | $2,845-37.0% | $4,320-58.5% | $2,670-32.8% |
| Participant deferral / active EE | $13,053 | $4,341+200.7% | $5,820+124.3% | $4,125+216.4% |
| Admin fee / account holder | $3,637 | $6,790-46.4% | $10,614-65.7% | $5,651-35.6% |