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 | $309,334 | $167,307+84.9% | $143,757+115.2% | $134,475+130.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 4.66% | 0.46%+4.2pp | -0.04%+4.7pp | 417.96%-413.3pp |
| Employer contribution / active EE | $2,537 | $5,619-54.9% | $4,951-48.8% | $4,740-46.5% |
| Participant deferral / active EE | $5,555 | $6,446-13.8% | $5,637-1.5% | $6,400-13.2% |
| Admin fee / account holder | $7,330 | $18,088-59.5% | $14,673-50.0% | $11,426-35.8% |