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 9-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 | $320,580 | $57,354+459.0% | $83,848+282.3% | $64,186+399.5% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 0.11% | 11.38%-11.3pp | 850.88%-850.8pp | 7.63%-7.5pp |
| Employer contribution / active EE | $13,647 | $2,545+436.2% | $3,631+275.9% | $2,381+473.2% |
| Participant deferral / active EE | $8,424 | $2,993+181.5% | $4,082+106.4% | $3,470+142.8% |
| Admin fee / account holder | $6,532 | $4,046+61.5% | $5,478+19.2% | $4,888+33.6% |