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 | $252,618 | $99,079+155.0% | $77,999+223.9% | $273,961-7.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.5%+24.5pp | 83.0%+17.0pp |
| Annual return | 8.20% | 217.93%-209.7pp | 425.96%-417.8pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,835 | $3,308-14.3% | $2,470+14.8% | $4,869-41.8% |
| Participant deferral / active EE | $4,375 | $4,306+1.6% | $3,497+25.1% | $5,287-17.3% |
| Admin fee / account holder | $1,061 | $8,954-88.2% | $5,480-80.6% | $10,132-89.5% |