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 5-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 | $292,076 | $73,867+295.4% | $143,757+103.2% | $68,494+326.4% |
| Participation rate | 70.4% | 66.7%+3.7pp | 80.3%-9.9pp | 67.9%+2.5pp |
| Annual return | 10.56% | 1.01%+9.6pp | -0.04%+10.6pp | -7.84%+18.4pp |
| Employer contribution / active EE | $10,016 | $3,184+214.6% | $4,951+102.3% | $2,596+285.8% |
| Participant deferral / active EE | $3,171 | $3,384-6.3% | $5,637-43.7% | $4,027-21.3% |
| Admin fee / account holder | $786 | $5,755-86.3% | $14,673-94.6% | $5,403-85.5% |