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 | $588,350 | $211,958+177.6% | $169,463+247.2% | $135,375+334.6% |
| 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%-0.3pp | 519.73%-518.3pp |
| Employer contribution / active EE | $3,452 | $5,120-32.6% | $4,159-17.0% | $4,779-27.8% |
| Participant deferral / active EE | $13,404 | $6,075+120.6% | $5,277+154.0% | $5,609+139.0% |
| Admin fee / account holder | $3,470 | $11,471-69.7% | $9,109-61.9% | $10,827-67.9% |