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 | $256,317 | $91,190+181.1% | $178,490+43.6% | $79,858+221.0% |
| Participation rate | 83.3% | 69.2%+14.1pp | 81.9%+1.4pp | 69.6%+13.7pp |
| Annual return | 12.03% | 24.19%-12.2pp | 151.07%-139.0pp | 31.71%-19.7pp |
| Employer contribution / active EE | $1,679 | $3,256-48.4% | $5,011-66.5% | $2,471-32.0% |
| Participant deferral / active EE | $3,132 | $3,236-3.2% | $5,202-39.8% | $3,740-16.3% |
| Admin fee / account holder | $79,042 | $6,751+1070.8% | $13,984+465.2% | $5,306+1389.6% |