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 | $328,065 | $105,630+210.6% | $87,507+274.9% | $273,961+19.7% |
| Participation rate | 75.0% | 78.2%-3.2pp | 73.8%+1.2pp | 83.0%-8.0pp |
| Annual return | 3.04% | 12.25%-9.2pp | 12.21%-9.2pp | 41.45%-38.4pp |
| Employer contribution / active EE | $2,500 | $3,141-20.4% | $2,550-1.9% | $4,869-48.7% |
| Participant deferral / active EE | $0 | $3,601-100.0% | $3,149-100.0% | $5,287-100.0% |
| Admin fee / account holder | $19,741 | $4,781+312.9% | $4,221+367.7% | $10,132+94.8% |