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 | $313,929 | $57,354+447.4% | $83,848+274.4% | $64,186+389.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 0.35% | 11.38%-11.0pp | 850.88%-850.5pp | 7.63%-7.3pp |
| Employer contribution / active EE | $6,815 | $2,545+167.8% | $3,631+87.7% | $2,381+186.3% |
| Participant deferral / active EE | $4,383 | $2,993+46.5% | $4,082+7.4% | $3,470+26.3% |
| Admin fee / account holder | $71,343 | $4,046+1663.5% | $5,478+1202.3% | $4,888+1359.5% |