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 4-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 | $348,826 | $148,978+134.1% | $200,582+73.9% | $84,808+311.3% |
| Participation rate | 83.3% | 84.2%-0.9pp | 86.9%-3.6pp | 68.3%+15.0pp |
| Annual return | 0.00% | 28.16%-28.2pp | 42.33%-42.3pp | 40.90%-40.9pp |
| Employer contribution / active EE | $3,973 | $4,815-17.5% | $6,419-38.1% | $2,631+51.0% |
| Participant deferral / active EE | $10,571 | $7,142+48.0% | $9,331+13.3% | $4,212+151.0% |
| Admin fee / account holder | $32,544 | $13,977+132.8% | $16,305+99.6% | $7,344+343.1% |