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 | $372,001 | $62,586+494.4% | $76,768+384.6% | $64,186+479.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -1.67% | -1.95%+0.3pp | 2.43%-4.1pp | 7.63%-9.3pp |
| Employer contribution / active EE | $4,246 | $1,832+131.8% | $2,485+70.9% | $2,381+78.4% |
| Participant deferral / active EE | $3,777 | $3,145+20.1% | $3,852-1.9% | $3,470+8.8% |
| Admin fee / account holder | $22,949 | $4,667+391.7% | $6,675+243.8% | $4,888+369.5% |