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 9-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 | $283,347 | $92,222+207.2% | $76,768+269.1% | $135,375+109.3% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | 1.81% | 5.46%-3.7pp | 2.43%-0.6pp | 519.73%-517.9pp |
| Employer contribution / active EE | $746 | $3,216-76.8% | $2,485-70.0% | $4,779-84.4% |
| Participant deferral / active EE | $1,683 | $4,509-62.7% | $3,852-56.3% | $5,609-70.0% |
| Admin fee / account holder | $26,581 | $10,748+147.3% | $6,675+298.2% | $10,827+145.5% |