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 | $291,653 | $52,681+453.6% | $75,781+284.9% | $59,632+389.1% |
| Participation rate | 76.9% | 67.2%+9.7pp | 75.8%+1.1pp | 68.7%+8.3pp |
| Annual return | 0.49% | 2.95%-2.5pp | 9.68%-9.2pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $2,535 | $2,193+15.6% | $3,323-23.7% | $2,203+15.1% |
| Participant deferral / active EE | $6,901 | $2,591+166.4% | $3,651+89.0% | $3,192+116.2% |
| Admin fee / account holder | $32,421 | $3,610+798.2% | $5,299+511.8% | $4,297+654.5% |