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 | $457,584 | $77,813+488.1% | $123,544+270.4% | $64,186+612.9% |
| Participation rate | 94.8% | 74.7%+20.1pp | 82.3%+12.5pp | 69.6%+25.3pp |
| Annual return | 3.91% | 12.48%-8.6pp | 119.20%-115.3pp | 7.63%-3.7pp |
| Employer contribution / active EE | $2,474 | $3,014-17.9% | $4,628-46.5% | $2,381+3.9% |
| Participant deferral / active EE | $0 | $5,240-100.0% | $6,426-100.0% | $3,470-100.0% |
| Admin fee / account holder | $45,729 | $5,519+728.6% | $9,284+392.6% | $4,888+835.5% |