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 | $294,731 | $132,239+122.9% | $105,722+178.8% | $273,961+7.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.9%+21.1pp | 83.0%+17.0pp |
| Annual return | 2.23% | 10.07%-7.8pp | 12.25%-10.0pp | 41.45%-39.2pp |
| Employer contribution / active EE | $3,896 | $4,867-19.9% | $4,079-4.5% | $4,869-20.0% |
| Participant deferral / active EE | $5,654 | $6,233-9.3% | $5,326+6.2% | $5,287+6.9% |
| Admin fee / account holder | $20,006 | $12,032+66.3% | $8,308+140.8% | $10,132+97.5% |