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 5-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 | $1,257,759 | $104,974+1098.2% | $95,585+1215.9% | $142,382+783.4% |
| Participation rate | 75.0% | 75.0%0pp | 72.1%+2.9pp | 80.1%-5.1pp |
| Annual return | 21.15% | 210.33%-189.2pp | 38.56%-17.4pp | 217.08%-195.9pp |
| Employer contribution / active EE | $1,477 | $2,779-46.9% | $2,527-41.6% | $4,299-65.6% |
| Participant deferral / active EE | $12,977 | $4,352+198.2% | $4,023+222.6% | $6,507+99.4% |
| Admin fee / account holder | $83,525 | $6,386+1207.9% | $6,127+1263.1% | $12,624+561.7% |