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 | $460,705 | $95,862+380.6% | $79,550+479.1% | $134,475+242.6% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | 6.45% | -2.69%+9.1pp | 0.16%+6.3pp | 417.96%-411.5pp |
| Employer contribution / active EE | $1,576 | $3,128-49.6% | $2,413-34.7% | $4,740-66.8% |
| Participant deferral / active EE | $13,877 | $4,693+195.7% | $3,985+248.2% | $6,400+116.8% |
| Admin fee / account holder | $937 | $9,126-89.7% | $6,832-86.3% | $11,426-91.8% |