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 | $253,389 | $29,319+764.2% | $52,425+383.3% | $82,448+207.3% |
| Participation rate | 100.0% | 46.9%+53.1pp | 55.6%+44.4pp | 68.1%+31.9pp |
| Annual return | 16.75% | 535.20%-518.4pp | 302.12%-285.4pp | 41.64%-24.9pp |
| Employer contribution / active EE | $811 | $586+38.3% | $914-11.3% | $2,551-68.2% |
| Participant deferral / active EE | $8,726 | $1,171+644.9% | $1,790+387.3% | $4,139+110.8% |
| Admin fee / account holder | $5,818 | $1,962+196.5% | $2,495+133.2% | $7,234-19.6% |