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 | $529,156 | $132,239+300.2% | $105,722+400.5% | $273,961+93.2% |
| Participation rate | 80.0% | 83.2%-3.2pp | 78.9%+1.1pp | 83.0%-3.0pp |
| Annual return | 6.32% | 10.07%-3.8pp | 12.25%-5.9pp | 41.45%-35.1pp |
| Employer contribution / active EE | $1,682 | $4,867-65.4% | $4,079-58.8% | $4,869-65.4% |
| Participant deferral / active EE | $3,393 | $6,233-45.6% | $5,326-36.3% | $5,287-35.8% |
| Admin fee / account holder | $27,512 | $12,032+128.6% | $8,308+231.1% | $10,132+171.5% |