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 4-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 | $288,173 | $95,266+202.5% | $82,389+249.8% | $142,382+102.4% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.5%+5.5pp | 80.1%-5.1pp |
| Annual return | 12.78% | 25.74%-13.0pp | 28.67%-15.9pp | 217.08%-204.3pp |
| Employer contribution / active EE | $3,012 | $2,991+0.7% | $2,517+19.7% | $4,299-29.9% |
| Participant deferral / active EE | $7,735 | $4,809+60.8% | $4,155+86.2% | $6,507+18.9% |
| Admin fee / account holder | $55,950 | $8,563+553.4% | $7,231+673.8% | $12,624+343.2% |