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 | $254,379 | $63,346+301.6% | $92,233+175.8% | $70,131+262.7% |
| Participation rate | 80.8% | 68.7%+12.1pp | 76.5%+4.3pp | 69.5%+11.2pp |
| Annual return | 16.46% | 530.12%-513.7pp | 176.28%-159.8pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,753 | $2,471-29.1% | $3,679-52.4% | $2,342-25.2% |
| Participant deferral / active EE | $7,110 | $2,854+149.1% | $3,897+82.5% | $3,332+113.4% |
| Admin fee / account holder | $9,260 | $3,840+141.1% | $5,194+78.3% | $4,645+99.3% |