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 | $273,652 | $127,100+115.3% | $105,738+158.8% | $135,375+102.1% |
| Participation rate | 100.0% | 82.7%+17.3pp | 76.3%+23.7pp | 82.6%+17.4pp |
| Annual return | 7.84% | 4.49%+3.3pp | 6.27%+1.6pp | 519.73%-511.9pp |
| Employer contribution / active EE | $3,155 | $4,107-23.2% | $3,268-3.5% | $4,779-34.0% |
| Participant deferral / active EE | $8,887 | $5,064+75.5% | $4,080+117.8% | $5,609+58.4% |
| Admin fee / account holder | $2,464 | $9,087-72.9% | $6,913-64.4% | $10,827-77.2% |