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 | $401,630 | $112,881+255.8% | $90,951+341.6% | $158,922+152.7% |
| Participation rate | 75.0% | 74.7%+0.3pp | 69.0%+6.0pp | 82.0%-7.0pp |
| Annual return | 7.36% | 215.79%-208.4pp | 134.60%-127.2pp | 302.83%-295.5pp |
| Employer contribution / active EE | $1,854 | $2,893-35.9% | $2,122-12.6% | $4,761-61.1% |
| Participant deferral / active EE | $2,880 | $4,128-30.2% | $3,373-14.6% | $5,982-51.9% |
| Admin fee / account holder | $24,935 | $8,041+210.1% | $5,959+318.5% | $11,246+121.7% |