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 | $470,389 | $61,660+662.9% | $80,019+487.8% | $64,186+632.9% |
| Participation rate | 85.3% | 71.7%+13.6pp | 75.8%+9.5pp | 69.6%+15.7pp |
| Annual return | 5.13% | -0.33%+5.5pp | 11.22%-6.1pp | 7.63%-2.5pp |
| Employer contribution / active EE | $9,803 | $1,810+441.5% | $2,468+297.2% | $2,381+311.8% |
| Participant deferral / active EE | $3,046 | $2,968+2.7% | $3,686-17.3% | $3,470-12.2% |
| Admin fee / account holder | $4,933 | $5,417-8.9% | $6,521-24.4% | $4,888+0.9% |