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 | $280,090 | $49,280+468.4% | $67,313+316.1% | $64,186+336.4% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 1.58% | -1.39%+3.0pp | -4.08%+5.7pp | 7.63%-6.1pp |
| Employer contribution / active EE | $4,023 | $1,668+141.1% | $2,566+56.8% | $2,381+69.0% |
| Participant deferral / active EE | $9,414 | $2,484+279.0% | $3,568+163.8% | $3,470+171.3% |
| Admin fee / account holder | $23,625 | $3,863+511.6% | $4,507+424.2% | $4,888+383.3% |