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 | $303,738 | $113,935+166.6% | $94,224+222.4% | $125,391+142.2% |
| Participation rate | 100.0% | 82.9%+17.1pp | 78.8%+21.2pp | 83.2%+16.8pp |
| Annual return | 5.49% | 5.29%+0.2pp | 10.68%-5.2pp | 282.22%-276.7pp |
| Employer contribution / active EE | $1,872 | $4,727-60.4% | $3,587-47.8% | $4,866-61.5% |
| Participant deferral / active EE | $22,600 | $5,179+336.4% | $4,320+423.1% | $5,352+322.3% |
| Admin fee / account holder | $12,175 | $8,391+45.1% | $6,269+94.2% | $9,540+27.6% |