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 | $566,460 | $211,958+167.3% | $169,463+234.3% | $135,375+318.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 1.48% | 3.26%-1.8pp | 1.83%-0.4pp | 519.73%-518.3pp |
| Employer contribution / active EE | $876 | $5,120-82.9% | $4,159-78.9% | $4,779-81.7% |
| Participant deferral / active EE | $13,546 | $6,075+123.0% | $5,277+156.7% | $5,609+141.5% |
| Admin fee / account holder | $149,219 | $11,471+1200.9% | $9,109+1538.1% | $10,827+1278.2% |