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 | $383,538 | $362,131+5.9% | $285,549+34.3% | $357,791+7.2% |
| Participation rate | 100.0% | 89.8%+10.2pp | 83.2%+16.8pp | 85.6%+14.4pp |
| Annual return | 20.21% | 5.08%+15.1pp | 7.15%+13.1pp | 396.79%-376.6pp |
| Employer contribution / active EE | $13,206 | $5,952+121.9% | $5,022+163.0% | $7,508+75.9% |
| Participant deferral / active EE | $8,630 | $5,478+57.5% | $4,549+89.7% | $5,521+56.3% |
| Admin fee / account holder | $1,262 | $16,774-92.5% | $13,934-90.9% | $28,387-95.6% |