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 | $358,696 | $211,958+69.2% | $169,463+111.7% | $135,375+165.0% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 8.16% | 3.26%+4.9pp | 1.83%+6.3pp | 519.73%-511.6pp |
| Employer contribution / active EE | $1,122 | $5,120-78.1% | $4,159-73.0% | $4,779-76.5% |
| Participant deferral / active EE | $3,533 | $6,075-41.8% | $5,277-33.0% | $5,609-37.0% |
| Admin fee / account holder | $726 | $11,471-93.7% | $9,109-92.0% | $10,827-93.3% |