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 | $297,235 | $118,680+150.5% | $98,907+200.5% | $158,922+87.0% |
| Participation rate | 77.8% | 77.8%0pp | 76.0%+1.8pp | 82.0%-4.2pp |
| Annual return | 14.07% | 372.35%-358.3pp | 196.43%-182.4pp | 302.83%-288.8pp |
| Employer contribution / active EE | $2,749 | $3,333-17.5% | $2,689+2.2% | $4,761-42.3% |
| Participant deferral / active EE | $12,151 | $5,088+138.8% | $4,244+186.3% | $5,982+103.1% |
| Admin fee / account holder | $72,874 | $10,131+619.3% | $6,642+997.2% | $11,246+548.0% |