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 9-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 | $251,976 | $112,881+123.2% | $90,951+177.0% | $158,922+58.6% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 11.61% | 215.79%-204.2pp | 134.60%-123.0pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,452 | $2,893-49.8% | $2,122-31.6% | $4,761-69.5% |
| Participant deferral / active EE | $4,525 | $4,128+9.6% | $3,373+34.2% | $5,982-24.4% |
| Admin fee / account holder | $23,932 | $8,041+197.6% | $5,959+301.6% | $11,246+112.8% |