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 | $452,266 | $93,071+385.9% | $74,583+506.4% | $273,961+65.1% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 5.74% | 26.18%-20.4pp | 20.47%-14.7pp | 41.45%-35.7pp |
| Employer contribution / active EE | $2,905 | $3,160-8.0% | $2,525+15.1% | $4,869-40.3% |
| Participant deferral / active EE | $7,629 | $4,160+83.4% | $3,458+120.6% | $5,287+44.3% |
| Admin fee / account holder | $16,149 | $5,272+206.3% | $4,138+290.3% | $10,132+59.4% |