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 | $303,459 | $72,177+320.4% | $115,037+163.8% | $59,632+408.9% |
| Participation rate | 96.3% | 72.6%+23.7pp | 81.4%+14.9pp | 68.7%+27.6pp |
| Annual return | 0.28% | 12.02%-11.7pp | 26.14%-25.9pp | 2041.28%-2041.0pp |
| Employer contribution / active EE | $5,919 | $2,841+108.3% | $4,608+28.4% | $2,203+168.7% |
| Participant deferral / active EE | $11,490 | $4,783+140.2% | $6,026+90.7% | $3,192+260.0% |
| Admin fee / account holder | $11,053 | $4,927+124.3% | $8,175+35.2% | $4,297+157.2% |