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 | $289,182 | $167,307+72.8% | $143,757+101.2% | $134,475+115.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | 2.59% | 0.46%+2.1pp | -0.04%+2.6pp | 417.96%-415.4pp |
| Employer contribution / active EE | $13,207 | $5,619+135.0% | $4,951+166.8% | $4,740+178.6% |
| Participant deferral / active EE | $7,132 | $6,446+10.6% | $5,637+26.5% | $6,400+11.4% |
| Admin fee / account holder | $9,411 | $18,088-48.0% | $14,673-35.9% | $11,426-17.6% |