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 | $698,751 | $369,484+89.1% | $303,047+130.6% | $357,791+95.3% |
| Participation rate | 100.0% | 90.0%+10.0pp | 87.1%+12.9pp | 85.6%+14.4pp |
| Annual return | 15.49% | 0.42%+15.1pp | 2.47%+13.0pp | 396.79%-381.3pp |
| Employer contribution / active EE | $6,573 | $9,025-27.2% | $7,418-11.4% | $7,508-12.5% |
| Participant deferral / active EE | $14,676 | $5,439+169.8% | $5,070+189.5% | $5,521+165.8% |
| Admin fee / account holder | $171,957 | $49,137+250.0% | $39,333+337.2% | $28,387+505.7% |