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 9-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 | $266,713 | $65,685+306.0% | $57,179+366.5% | $273,961-2.6% |
| Participation rate | 84.6% | 78.3%+6.3pp | 75.3%+9.3pp | 83.0%+1.6pp |
| Annual return | 0.00% | 21.99%-22.0pp | 14.59%-14.6pp | 41.45%-41.5pp |
| Employer contribution / active EE | $464 | $3,279-85.8% | $2,682-82.7% | $4,869-90.5% |
| Participant deferral / active EE | $2,302 | $3,782-39.1% | $3,096-25.6% | $5,287-56.5% |
| Admin fee / account holder | $45,687 | $4,835+845.0% | $3,139+1355.5% | $10,132+350.9% |