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 | $507,225 | $167,307+203.2% | $143,757+252.8% | $134,475+277.2% |
| Participation rate | 75.0% | 84.8%-9.8pp | 80.3%-5.3pp | 81.2%-6.2pp |
| Annual return | 3.62% | 0.46%+3.2pp | -0.04%+3.7pp | 417.96%-414.3pp |
| Employer contribution / active EE | $12,150 | $5,619+116.2% | $4,951+145.4% | $4,740+156.3% |
| Participant deferral / active EE | $8,938 | $6,446+38.7% | $5,637+58.5% | $6,400+39.7% |
| Admin fee / account holder | $3,001 | $18,088-83.4% | $14,673-79.5% | $11,426-73.7% |