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 | $256,994 | $77,813+230.3% | $123,544+108.0% | $64,186+300.4% |
| Participation rate | 97.4% | 74.7%+22.7pp | 82.3%+15.1pp | 69.6%+27.8pp |
| Annual return | 0.51% | 12.48%-12.0pp | 119.20%-118.7pp | 7.63%-7.1pp |
| Employer contribution / active EE | $8,553 | $3,014+183.8% | $4,628+84.8% | $2,381+259.2% |
| Participant deferral / active EE | $9,120 | $5,240+74.0% | $6,426+41.9% | $3,470+162.8% |
| Admin fee / account holder | $10,263 | $5,519+86.0% | $9,284+10.5% | $4,888+110.0% |